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Petrus Trust Company’s S&P Global SPGI Stock Holding History

Petrus Trust Company’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-942
Closed -$479K – 708
2025
Q1 		$479K Buy
+942
New +$481K 0.04% 217
2024
Q3 		– Sell
-1,073
Closed -$479K – 733
2024
Q2 		$479K Hold
1,073
– – 0.04% 248
2024
Q1 		$457K Buy
+1,073
New +$465K 0.04% 249
2020
Q4 		– Sell
-691
Closed -$249K – 217
2020
Q3 		$249K Buy
+691
New +$244K 0.03% 132

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Petrus Trust Company's SPGI Position: Q2 2025 in Review

Petrus Trust Company sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 942 shares — an estimated $479K sold.

Petrus Trust Company first reported a position in SPGI in Q3 2020 and held it in 4 quarters. The position peaked at $479K in Q1 2025. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Petrus Trust Company reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 942 S&P Global shares in Q2 2025, an estimated $479K.
  • Petrus Trust Company first reported a position in S&P Global in Q3 2020 and held it in 4 quarters.
  • Petrus Trust Company's S&P Global position peaked at $479K in Q1 2025.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.