Pinnacle Wealth Planning Services
SPGI icon

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
Q3 		$807K Buy
2,046
+153
+8% +$64.7K 0.08% 149
2026
Q2 		$771K Sell
1,893
-732
-28% -$309K 0.07% 152
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pinnacle Wealth Planning Services's SPGI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its S&P Global (SPGI) stake by 8.1% in Q3 2026, buying an estimated $64.7K and bringing the position to 2,046 shares worth $807K. The position accounts for 0.08% of the portfolio, ranked #149.

Pinnacle Wealth Planning Services first reported a position in SPGI in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.49M in Q3 2024. 1,075 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,046 shares of S&P Global worth $807K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 153 S&P Global shares in Q3 2026, an estimated $64.7K.
  • S&P Global made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #149 holding.
  • Pinnacle Wealth Planning Services first reported a position in S&P Global in Q4 2019 and has held it in 28 quarters since.
  • Pinnacle Wealth Planning Services's S&P Global position peaked at $1.49M in Q3 2024.
  • 1,075 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.