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PFG Private Wealth Management’s S&P Global SPGI Stock Holding History

PFG Private Wealth Management’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
-19
Closed -$9.65K – 224
2025
Q1 		$9.65K Buy
+19
New +$9.71K 0.01% 154
2022
Q1 		– Sell
-215
Closed -$101K – 347
2021
Q4 		$101K Buy
215
+12
+6% +$5.49K 0.05% 113
2021
Q3 		$86K Buy
+203
New +$88K 0.05% 89

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

PFG Private Wealth Management's SPGI Position: Q2 2025 in Review

PFG Private Wealth Management sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 19 shares — an estimated $9.65K sold.

PFG Private Wealth Management first reported a position in SPGI in Q3 2021 and held it in 3 quarters. The position peaked at $101K in Q4 2021. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • PFG Private Wealth Management reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 19 S&P Global shares in Q2 2025, an estimated $9.65K.
  • PFG Private Wealth Management first reported a position in S&P Global in Q3 2021 and held it in 3 quarters.
  • PFG Private Wealth Management's S&P Global position peaked at $101K in Q4 2021.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.