PVI
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Pine Valley Investments’s S&P Global SPGI Stock Holding History

Pine Valley Investments’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 		$4.9M Buy
12,040
+297
+3% +$125K 0.19% 115
2026
Q1 		$4.99M Sell
11,743
-3,966
-25% -$1.84M 0.23% 106
2025
Q4 		$8.21M Buy
15,709
+660
+4% +$327K 0.38% 66
2025
Q3 		$7.32M Buy
15,049
+1,201
+9% +$643K 0.36% 71
2025
Q2 		$7.3M Buy
13,848
+300
+2% +$150K 0.41% 63
2025
Q1 		$6.88M Buy
13,548
+1,065
+9% +$544K 0.42% 63
2024
Q4 		$6.22M Buy
12,483
+1,381
+12% +$701K 0.37% 68
2024
Q3 		$5.74M Buy
11,102
+235
+2% +$116K 0.35% 70
2024
Q2 		$4.85M Buy
10,867
+1,453
+15% +$623K 0.32% 74
2024
Q1 		$4.01M Buy
9,414
+253
+3% +$110K 0.27% 85
2023
Q4 		$4.04M Buy
9,161
+1,853
+25% +$731K 0.29% 73
2023
Q3 		$2.67M Buy
7,308
+490
+7% +$193K 0.24% 98
2023
Q2 		$2.73M Buy
6,818
+2,895
+74% +$1.06M 0.27% 85
2023
Q1 		$1.15M Buy
+3,923
New +$1.38M 0.17% 119

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pine Valley Investments's SPGI Position: Q2 2026 in Review

Pine Valley Investments increased its S&P Global (SPGI) stake by 2.5% in Q2 2026, buying an estimated $125K and bringing the position to 12,040 shares worth $4.9M. The position accounts for 0.19% of the portfolio, ranked #115.

Pine Valley Investments first reported a position in SPGI in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.21M in Q4 2025. 994 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Pine Valley Investments held 12,040 shares of S&P Global worth $4.9M as of Q2 2026.
  • Pine Valley Investments bought 297 S&P Global shares in Q2 2026, an estimated $125K.
  • S&P Global made up 0.19% of Pine Valley Investments's portfolio in Q2 2026, its #115 holding.
  • Pine Valley Investments first reported a position in S&P Global in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's S&P Global position peaked at $8.21M in Q4 2025.
  • 994 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.