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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
Q2 		$776K Sell
1,905
-148
-7% -$62.5K 0.05% 215
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Wealth Management Advisory Group's SPGI Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its S&P Global (SPGI) stake by 7.2% in Q2 2026, selling an estimated $62.5K and leaving 1,905 shares worth $776K. The position accounts for 0.05% of the portfolio, ranked #215.

Pinnacle Wealth Management Advisory Group first reported a position in SPGI in Q2 2022 and has held it in 17 quarters since. The position peaked at $873K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 1,905 shares of S&P Global worth $776K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 148 S&P Global shares in Q2 2026, an estimated $62.5K.
  • S&P Global made up 0.05% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #215 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in S&P Global in Q2 2022 and has held it in 17 quarters since.
  • Pinnacle Wealth Management Advisory Group's S&P Global position peaked at $873K in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.