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

PFW 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	$1.98M	Buy	4,873 +4,305	+758%	+$1.82M	0.58%	35
2026 Q1	$242K	Buy	568 +134	+31%	+$62.2K	0.08%	107
2025 Q4	$227K	Sell	434 -43	-9%	-$21.3K	0.07%	113
2025 Q3	$232K	Buy	477 +69	+17%	+$36.9K	0.07%	118
2025 Q2	$215K	Hold	408	–	–	0.07%	119
2025 Q1	$207K	Hold	408	–	–	0.07%	116
2024 Q4	$203K	Buy	+408	New	+$207K	0.06%	121
2019 Q3	$210K	Buy	+407	New	+$102K	0.06%	118

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

PFW Advisors's SPGI Position: Q2 2026 in Review

PFW Advisors increased its S&P Global (SPGI) stake by 758% in Q2 2026, buying an estimated $1.82M and bringing the position to 4,873 shares worth $1.98M. The position accounts for 0.58% of the portfolio, ranked #35.

PFW Advisors first reported a position in SPGI in Q3 2019 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

PFW Advisors held 4,873 shares of S&P Global worth $1.98M as of Q2 2026.
PFW Advisors bought 4,305 S&P Global shares in Q2 2026, an estimated $1.82M.
S&P Global made up 0.58% of PFW Advisors's portfolio in Q2 2026, its #35 holding.
PFW Advisors first reported a position in S&P Global in Q3 2019 and has held it in 8 quarters since.
324 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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