PNAA
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Pictet North America Advisors’s S&P Global SPGI Stock Holding History

Pictet North America 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
Q1 		$13.3M Buy
31,200
+2,583
+9% +$1.2M 1.32% 24
2025
Q4 		$15M Sell
28,617
-660
-2% -$327K 1.42% 23
2025
Q3 		$14.2M Buy
29,277
+2,606
+10% +$1.4M 1.33% 25
2025
Q2 		$14.1M Sell
26,671
-1,732
-6% -$864K 1.41% 21
2025
Q1 		$14.4M Buy
28,403
+1,167
+4% +$596K 1.44% 20
2024
Q4 		$13.6M Sell
27,236
-1,479
-5% -$750K 1.29% 22
2024
Q3 		$14.8M Buy
28,715
+318
+1% +$157K 1.47% 21
2024
Q2 		$12.7M Buy
28,397
+1,007
+4% +$432K 1.38% 22
2024
Q1 		$11.7M Buy
27,390
+3,347
+14% +$1.45M 1.3% 24
2023
Q4 		$10.6M Buy
24,043
+1,092
+5% +$431K 1.37% 22
2023
Q3 		$8.39M Buy
22,951
+9,958
+77% +$3.92M 1.19% 20
2023
Q2 		$5.21M Buy
12,993
+191
+1% +$69.8K 0.72% 30
2023
Q1 		$4.41M Buy
12,802
+7,729
+152% +$2.72M 0.71% 33
2022
Q4 		$1.7M Buy
+5,073
New +$1.67M 0.29% 50
2019
Q1 		– Sell
-3,504
Closed -$595K – 165
2018
Q4 		$595K Sell
3,504
-70
-2% -$12.5K 0.05% 105
2018
Q3 		$698K Buy
+3,574
New +$738K 0.09% 102

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pictet North America Advisors's SPGI Position: Q1 2026 in Review

Pictet North America Advisors increased its S&P Global (SPGI) stake by 9% in Q1 2026, buying an estimated $1.2M and bringing the position to 31,200 shares worth $13.3M. The position accounts for 1.32% of the portfolio, ranked #24.

Pictet North America Advisors first reported a position in SPGI in Q3 2018 and has held it in 16 quarters since. The position peaked at $15M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Pictet North America Advisors held 31,200 shares of S&P Global worth $13.3M as of Q1 2026.
  • Pictet North America Advisors bought 2,583 S&P Global shares in Q1 2026, an estimated $1.2M.
  • S&P Global made up 1.32% of Pictet North America Advisors's portfolio in Q1 2026, its #24 holding.
  • Pictet North America Advisors first reported a position in S&P Global in Q3 2018 and has held it in 16 quarters since.
  • Pictet North America Advisors's S&P Global position peaked at $15M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Pictet North America Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.