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PFG Advisors’s S&P Global SPGI Stock Holding History

PFG Advisors’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
2026
Q2 		$1.83M Hold
4,491
– – 0.09% 255
2026
Q1 		$1.91M Buy
4,491
+39
+0.9% +$18.1K 0.09% 251
2025
Q4 		$2.33M Sell
4,452
-4,631
-51% -$2.29M 0.11% 211
2025
Q3 		$4.42M Sell
9,083
-2,406
-21% -$1.29M 0.18% 146
2025
Q2 		$6.06M Buy
11,489
+1,646
+17% +$821K 0.28% 72
2025
Q1 		$5M Buy
9,843
+2,100
+27% +$1.07M 0.28% 89
2024
Q4 		$3.86M Sell
7,743
-186
-2% -$94.4K 0.24% 97
2024
Q3 		$4.1M Sell
7,929
-1,402
-15% -$694K 0.26% 92
2024
Q2 		$4.16M Sell
9,331
-17
-0.2% -$7.29K 0.28% 83
2024
Q1 		$3.98M Sell
9,348
-1,471
-14% -$638K 0.29% 81
2023
Q4 		$4.77M Sell
10,819
-25
-0.2% -$9.87K 0.38% 64
2023
Q3 		$3.96M Sell
10,844
-112
-1% -$44K 0.36% 71
2023
Q2 		$4.39M Sell
10,956
-17
-0.2% -$6.21K 0.33% 77
2023
Q1 		$3.78M Sell
10,973
-180
-2% -$63.3K 0.32% 85
2022
Q4 		$3.74M Buy
11,153
+587
+6% +$193K 0.37% 62
2022
Q3 		$3.23M Buy
10,566
+79
+0.8% +$28.3K 0.37% 61
2022
Q2 		$3.54M Sell
10,487
-56
-0.5% -$20K 0.4% 42
2022
Q1 		$4.33M Buy
10,543
+9,523
+934% +$3.88M 0.43% 40
2021
Q4 		$481K Buy
1,020
+419
+70% +$192K 0.05% 359
2021
Q3 		$255K Buy
601
+3
+0.5% +$1.3K 0.03% 445
2021
Q2 		$246K Buy
598
+7
+1% +$2.69K 0.03% 438
2021
Q1 		$208K Buy
+591
New +$197K 0.03% 434

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

PFG Advisors's SPGI Position: Q2 2026 in Review

PFG Advisors held its S&P Global (SPGI) position steady in Q2 2026 at 4,491 shares worth $1.83M. The position accounts for 0.09% of the portfolio, ranked #255.

PFG Advisors first reported a position in SPGI in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.06M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • PFG Advisors held 4,491 shares of S&P Global worth $1.83M as of Q2 2026.
  • PFG Advisors left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.09% of PFG Advisors's portfolio in Q2 2026, its #255 holding.
  • PFG Advisors first reported a position in S&P Global in Q1 2021 and has held it in 22 quarters since.
  • PFG Advisors's S&P Global position peaked at $6.06M in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.