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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.43M Sell
18,254
-7,939
-30% -$3.35M 0.07% 189
2026
Q1
$11.1M Sell
26,193
-3,155
-11% -$1.46M 0.13% 134
2025
Q4
$15.3M Buy
29,348
+1,254
+4% +$620K 0.19% 94
2025
Q3
$13.7M Buy
28,094
+21,481
+325% +$11.5M 0.17% 102
2025
Q2
$3.49M Sell
6,613
-2,820
-30% -$1.41M 0.05% 251
2025
Q1
$4.79M Buy
9,433
+2,619
+38% +$1.34M 0.06% 227
2024
Q4
$3.39M Sell
6,814
-303
-4% -$154K 0.05% 238
2024
Q3
$3.68M Sell
7,117
-43
-0.6% -$21.3K 0.05% 243
2024
Q2
$3.19M Sell
7,160
-575
-7% -$247K 0.05% 252
2024
Q1
$3.29M Sell
7,735
-719
-9% -$312K 0.05% 264
2023
Q4
$3.72M Buy
8,454
+7,750
+1,101% +$3.06M 0.06% 235
2023
Q3
$257K Buy
704
+131
+23% +$51.5K 0.01% 626
2023
Q2
$230K Buy
+573
New +$209K ﹤0.01% 674
2022
Q4
Sell
-664
Closed -$203K 544
2022
Q3
$203K Buy
+664
New +$238K 0.01% 380
2019
Q4
Sell
-43
Closed -$11K 640
2019
Q3
$11K Buy
+43
New +$10.7K ﹤0.01% 505

Other funds holding SPGI

Prime Capital Investment Advisors's SPGI Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its S&P Global (SPGI) stake by 30% in Q2 2026, selling an estimated $3.35M and leaving 18,254 shares worth $7.43M. The position accounts for 0.07% of the portfolio, ranked #189.

Prime Capital Investment Advisors first reported a position in SPGI in Q3 2019 and has held it in 15 quarters since. The position peaked at $15.3M in Q4 2025. 1,467 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Prime Capital Investment Advisors held 18,254 shares of S&P Global worth $7.43M as of Q2 2026.
  • Prime Capital Investment Advisors sold 7,939 S&P Global shares in Q2 2026, an estimated $3.35M.
  • S&P Global made up 0.07% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #189 holding.
  • Prime Capital Investment Advisors first reported a position in S&P Global in Q3 2019 and has held it in 15 quarters since.
  • Prime Capital Investment Advisors's S&P Global position peaked at $15.3M in Q4 2025.
  • 1,467 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.