Pinnacle Wealth Management Advisory Group’s S&P Global SPGI Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$873K	Buy	2,053 +939	+84%	+$436K	0.06%	185
2025 Q4	$582K	Buy	1,114 +70	+7%	+$34.6K	0.04%	242
2025 Q3	$508K	Sell	1,044 -58	-5%	-$31.1K	0.04%	227
2025 Q2	$581K	Buy	1,102 +48	+5%	+$24K	0.05%	200
2025 Q1	$536K	Buy	1,054 +26	+3%	+$13.3K	0.05%	197
2024 Q4	$512K	Sell	1,028 -12	-1%	-$6.09K	0.05%	197
2024 Q3	$537K	Buy	1,040 +26	+3%	+$12.9K	0.05%	192
2024 Q2	$452K	Sell	1,014 -219	-18%	-$94K	0.05%	207
2024 Q1	$525K	Sell	1,233 -13	-1%	-$5.63K	0.06%	183
2023 Q4	$549K	Buy	1,246 +98	+9%	+$38.7K	0.06%	171
2023 Q3	$419K	Sell	1,148 -14	-1%	-$5.5K	0.05%	195
2023 Q2	$466K	Buy	1,162 +3	+0.3%	+$1.1K	0.06%	190
2023 Q1	$400K	Sell	1,159 -6	-0.5%	-$2.11K	0.05%	198
2022 Q4	$390K	Buy	1,165 +385	+49%	+$127K	0.06%	196
2022 Q3	$238K	Buy	780 +126	+19%	+$45.1K	0.04%	235
2022 Q2	$220K	Buy	+654	New	+$233K	0.04%	261

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SPGI Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its S&P Global (SPGI) stake by 84% in Q1 2026, buying an estimated $436K and bringing the position to 2,053 shares worth $873K. The position accounts for 0.06% of the portfolio, ranked #185.

Pinnacle Wealth Management Advisory Group first reported a position in SPGI in Q2 2022 and has held it in 16 quarters since. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 2,053 shares of S&P Global worth $873K as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 939 S&P Global shares in Q1 2026, an estimated $436K.
S&P Global made up 0.06% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #185 holding.
Pinnacle Wealth Management Advisory Group first reported a position in S&P Global in Q2 2022 and has held it in 16 quarters since.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.