PFS Partners’s S&P Global SPGI Stock Holding History

PFS Partners’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	$18.6K	Buy	46 +1	+2%	+$422	0.01%	317
2026 Q1	$19.3K	Sell	45 -163	-78%	-$75.7K	0.01%	282
2025 Q4	$109K	Sell	208 -2	-1%	-$990	0.05%	118
2025 Q3	$102K	Hold	210	–	–	0.05%	113
2025 Q2	$111K	Buy	210 +16	+8%	+$7.99K	0.06%	104
2025 Q1	$98.7K	Hold	194	–	–	0.05%	102
2024 Q4	$96.5K	Sell	194 -1	-0.5%	-$507	0.05%	108
2024 Q3	$101K	Hold	195	–	–	0.06%	98
2024 Q2	$87K	Sell	195 -1	-0.5%	-$429	0.05%	97
2024 Q1	$83.3K	Buy	196 +1	+0.5%	+$433	0.06%	95
2023 Q4	$86K	Sell	195 -1	-0.5%	-$395	0.06%	98
2023 Q3	$71.6K	Buy	196 +1	+0.5%	+$393	0.06%	85
2023 Q2	$78.4K	Sell	195 -1	-0.5%	-$365	0.07%	82
2023 Q1	$67.6K	Hold	196	–	–	0.07%	82
2022 Q4	$65.8K	Buy	+196	New	+$64.6K	0.07%	76

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PFS Partners's SPGI Position: Q2 2026 in Review

PFS Partners increased its S&P Global (SPGI) stake by 2.2% in Q2 2026, buying an estimated $422 and bringing the position to 46 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #317.

PFS Partners first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $111K in Q2 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

PFS Partners held 46 shares of S&P Global worth $18.6K as of Q2 2026.
PFS Partners bought 1 S&P Global share in Q2 2026, an estimated $422.
S&P Global made up 0.01% of PFS Partners's portfolio in Q2 2026, its #317 holding.
PFS Partners first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
PFS Partners's S&P Global position peaked at $111K in Q2 2025.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.