PFW Advisors
SPGI icon

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
Q3 		$1.92M Buy
4,874
+1
+0% +$423 0.57% 38
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)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

PFW Advisors's SPGI Position: Q3 2026 in Review

PFW Advisors increased its S&P Global (SPGI) stake by 0.02% in Q3 2026, buying an estimated $423 and bringing the position to 4,874 shares worth $1.92M. The position accounts for 0.57% of the portfolio, ranked #38.

PFW Advisors first reported a position in SPGI in Q3 2019 and has held it in 9 quarters since. The position peaked at $1.98M in Q2 2026. 369 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • PFW Advisors held 4,874 shares of S&P Global worth $1.92M as of Q3 2026.
  • PFW Advisors bought 1 S&P Global share in Q3 2026, an estimated $423.
  • S&P Global made up 0.57% of PFW Advisors's portfolio in Q3 2026, its #38 holding.
  • PFW Advisors first reported a position in S&P Global in Q3 2019 and has held it in 9 quarters since.
  • PFW Advisors's S&P Global position peaked at $1.98M in Q2 2026.
  • 369 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.