PWPS
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Pinnacle Wealth Planning Services’s S&P Global SPGI Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.12M Buy
2,625
+88
+3% +$40.9K 0.12% 101
2025
Q4 		$1.33M Buy
2,537
+25
+1% +$12.4K 0.14% 84
2025
Q3 		$1.22M Buy
2,512
+185
+8% +$99.1K 0.14% 87
2025
Q2 		$1.23M Buy
2,327
+49
+2% +$24.5K 0.16% 80
2025
Q1 		$1.16M Buy
2,278
+6
+0.3% +$3.07K 0.17% 72
2024
Q4 		$1.13M Sell
2,272
-615
-21% -$312K 0.17% 68
2024
Q3 		$1.49M Sell
2,887
-40
-1% -$19.8K 0.2% 67
2024
Q2 		$1.31M Sell
2,927
-58
-2% -$24.9K 0.19% 73
2024
Q1 		$1.27M Sell
2,985
-58
-2% -$25.1K 0.19% 82
2023
Q4 		$1.34M Buy
3,043
+63
+2% +$24.9K 0.21% 71
2023
Q3 		$1.09M Sell
2,980
-41
-1% -$16.1K 0.18% 79
2023
Q2 		$1.21M Buy
3,021
+69
+2% +$25.2K 0.2% 77
2023
Q1 		$1.02M Buy
2,952
+282
+11% +$99.2K 0.17% 96
2022
Q4 		$894K Sell
2,670
-394
-13% -$130K 0.16% 93
2022
Q3 		$936K Buy
3,064
+59
+2% +$21.1K 0.17% 84
2022
Q2 		$1.01M Buy
3,005
+224
+8% +$79.9K 0.18% 86
2022
Q1 		$1.14M Buy
2,781
+1,483
+114% +$604K 0.21% 80
2021
Q4 		$612K Buy
1,298
+79
+6% +$36.1K 0.12% 131
2021
Q3 		$518K Buy
1,219
+49
+4% +$21.2K 0.11% 133
2021
Q2 		$480K Buy
1,170
+7
+0.6% +$2.69K 0.11% 142
2021
Q1 		$410K Buy
1,163
+34
+3% +$11.3K 0.11% 161
2020
Q4 		$371K Sell
1,129
-79
-7% -$26.6K 0.09% 151
2020
Q3 		$435K Buy
1,208
+80
+7% +$28.2K 0.14% 113
2020
Q2 		$372K Sell
1,128
-16
-1% -$4.81K 0.12% 137
2020
Q1 		$279K Buy
1,144
+336
+42% +$92.2K 0.13% 145
2019
Q4 		$220K Buy
+808
New +$210K 0.1% 195

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

Pinnacle Wealth Planning Services's SPGI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its S&P Global (SPGI) stake by 3.5% in Q1 2026, buying an estimated $40.9K and bringing the position to 2,625 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #101.

Pinnacle Wealth Planning Services first reported a position in SPGI in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.49M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,625 shares of S&P Global worth $1.12M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 88 S&P Global shares in Q1 2026, an estimated $40.9K.
  • S&P Global made up 0.12% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #101 holding.
  • Pinnacle Wealth Planning Services first reported a position in S&P Global in Q4 2019 and has held it in 26 quarters since.
  • Pinnacle Wealth Planning Services's S&P Global position peaked at $1.49M in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.