Pin Oak Investment Advisors’s S&P Global SPGI Stock Holding History

Pin Oak Investment 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	$1K	Buy	+2	New	+$845	﹤0.01%	546
2024 Q1	–	Sell	-16	Closed	-$7K	–	475
2023 Q4	$7K	Hold	16	–	–	0.01%	360
2023 Q3	$6K	Sell	16 -104	-87%	-$40.9K	0.01%	364
2023 Q2	$48K	Buy	120 +63	+111%	+$23K	0.05%	163
2023 Q1	$20K	Buy	+57	New	+$20.1K	0.02%	239
2022 Q2	–	Sell	-57	Closed	-$23K	–	437
2022 Q1	$23K	Hold	57	–	–	0.02%	245
2021 Q4	$27K	Hold	57	–	–	0.03%	232
2021 Q3	$24K	Hold	57	–	–	0.03%	240
2021 Q2	$23K	Hold	57	–	–	0.02%	236
2021 Q1	$20K	Hold	57	–	–	0.02%	254
2020 Q4	$19K	Buy	+57	New	+$19.2K	0.02%	274

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 $3.38T AUM 44.17% 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

Pin Oak Investment Advisors's SPGI Position: Q2 2026 in Review

Pin Oak Investment Advisors opened a new position in S&P Global (SPGI) in Q2 2026: 2 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Pin Oak Investment Advisors previously reported a position in SPGI as recently as Q4 2023.

Pin Oak Investment Advisors first reported a position in SPGI in Q4 2020 and has held it in 11 quarters since. The position peaked at $48K in Q2 2023. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Pin Oak Investment Advisors held 2 shares of S&P Global worth $1K as of Q2 2026.
S&P Global was a new Pin Oak Investment Advisors position in Q2 2026.
S&P Global made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #546 holding.
Pin Oak Investment Advisors first reported a position in S&P Global in Q4 2020 and has held it in 11 quarters since.
Pin Oak Investment Advisors's S&P Global position peaked at $48K in Q2 2023.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.