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

Pinion 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
Q1 		– Sell
-421
Closed -$220K – 192
2025
Q4 		$220K Sell
421
-42
-9% -$20.8K 0.05% 161
2025
Q3 		$227K Sell
463
-480
-51% -$257K 0.06% 157
2025
Q2 		$497K Sell
943
-1
-0.1% -$499 0.17% 97
2025
Q1 		$480K Buy
944
+1
+0.1% +$511 0.11% 102
2024
Q4 		$470K Sell
943
-24
-2% -$12.2K 0.19% 96
2024
Q3 		$500K Buy
967
+30
+3% +$14.8K 0.21% 92
2024
Q2 		$418K Sell
937
-100
-10% -$42.9K 0.21% 92
2024
Q1 		$441K Buy
1,037
+15
+1% +$6.5K 0.23% 86
2023
Q4 		$450K Sell
1,022
-142
-12% -$56K 0.27% 81
2023
Q3 		$425K Buy
1,164
+44
+4% +$17.3K 0.28% 89
2023
Q2 		$449K Buy
1,120
+210
+23% +$76.7K 0.3% 85
2023
Q1 		$314K Sell
910
-284
-24% -$100K 0.29% 90
2022
Q4 		$400K Sell
1,194
-283
-19% -$93.3K 0.38% 73
2022
Q3 		$451K Sell
1,477
-306
-17% -$109K 0.39% 80
2022
Q2 		$601K Buy
1,783
+34
+2% +$12.1K 0.5% 59
2022
Q1 		$717K Sell
1,749
-260
-13% -$106K 0.5% 57
2021
Q4 		$948K Buy
2,009
+106
+6% +$48.5K 0.64% 44
2021
Q3 		$809K Sell
1,903
-10
-0.5% -$4.33K 0.65% 45
2021
Q2 		$785K Buy
1,913
+51
+3% +$19.6K 0.63% 46
2021
Q1 		$657K Buy
1,862
+208
+13% +$69.2K 0.61% 50
2020
Q4 		$544K Buy
1,654
+625
+61% +$211K 0.57% 57
2020
Q3 		$339K Hold
1,029
– – 0.51% 76
2020
Q2 		$339K Buy
+1,029
New +$309K 0.51% 76

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

Pinion Investment Advisors's SPGI Position: Q1 2026 in Review

Pinion Investment Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 421 shares — an estimated $220K sold.

Pinion Investment Advisors first reported a position in SPGI in Q2 2020 and held it in 23 quarters. The position peaked at $948K in Q4 2021. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Pinion Investment Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Pinion Investment Advisors sold 421 S&P Global shares in Q1 2026, an estimated $220K.
  • Pinion Investment Advisors first reported a position in S&P Global in Q2 2020 and held it in 23 quarters.
  • Pinion Investment Advisors's S&P Global position peaked at $948K in Q4 2021.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.