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

PFG Investments’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 		$4.38M Buy
10,748
+4,525
+73% +$1.91M 0.17% 115
2026
Q1 		$2.65M Buy
6,223
+1,730
+39% +$803K 0.12% 150
2025
Q4 		$2.35M Buy
4,493
+2
+0% +$990 0.11% 166
2025
Q3 		$2.19M Hold
4,491
– – 0.11% 163
2025
Q2 		$2.37M Buy
4,491
+580
+15% +$289K 0.14% 141
2025
Q1 		$1.99M Sell
3,911
-119
-3% -$60.8K 0.13% 157
2024
Q4 		$2.01M Sell
4,030
-20
-0.5% -$10.1K 0.12% 155
2024
Q3 		$2.09M Buy
4,050
+1,270
+46% +$629K 0.14% 148
2024
Q2 		$1.24M Buy
2,780
+1,460
+111% +$626K 0.09% 215
2024
Q1 		$562K Buy
1,320
+255
+24% +$111K 0.03% 486
2023
Q4 		$469K Sell
1,065
-49
-4% -$19.3K 0.09% 261
2023
Q3 		$407K Sell
1,114
-4
-0.4% -$1.57K 0.08% 280
2023
Q2 		$448K Buy
1,118
+56
+5% +$20.5K 0.08% 270
2023
Q1 		$366K Buy
+1,062
New +$374K 0.07% 303

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 Investments's SPGI Position: Q2 2026 in Review

PFG Investments increased its S&P Global (SPGI) stake by 73% in Q2 2026, buying an estimated $1.91M and bringing the position to 10,748 shares worth $4.38M. The position accounts for 0.17% of the portfolio, ranked #115.

PFG Investments first reported a position in SPGI in Q1 2023 and has held it in 14 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • PFG Investments held 10,748 shares of S&P Global worth $4.38M as of Q2 2026.
  • PFG Investments bought 4,525 S&P Global shares in Q2 2026, an estimated $1.91M.
  • S&P Global made up 0.17% of PFG Investments's portfolio in Q2 2026, its #115 holding.
  • PFG Investments first reported a position in S&P Global in Q1 2023 and has held it in 14 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.