PAG
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Private Advisor Group’s S&P Global SPGI Stock Holding History

Private Advisor 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 		$2.75M Sell
6,755
-6,186
-48% -$2.61M 0.01% 877
2026
Q1 		$5.5M Buy
12,941
+1,573
+14% +$730K 0.03% 604
2025
Q4 		$5.94M Buy
11,368
+834
+8% +$413K 0.03% 559
2025
Q3 		$5.13M Buy
10,534
+1,697
+19% +$909K 0.03% 609
2025
Q2 		$4.66M Buy
8,837
+750
+9% +$374K 0.03% 597
2025
Q1 		$4.11M Sell
8,087
-26
-0.3% -$13.3K 0.02% 609
2024
Q4 		$4.04M Sell
8,113
-316
-4% -$160K 0.02% 592
2024
Q3 		$4.35M Buy
8,429
+579
+7% +$287K 0.03% 585
2024
Q2 		$3.5M Buy
7,850
+1,853
+31% +$795K 0.02% 616
2024
Q1 		$2.55M Sell
5,997
-55
-0.9% -$23.8K 0.02% 695
2023
Q4 		$2.67M Buy
6,052
+707
+13% +$279K 0.02% 651
2023
Q3 		$1.95M Sell
5,345
-11
-0.2% -$4.33K 0.02% 713
2023
Q2 		$2.14M Sell
5,356
-37
-0.7% -$13.5K 0.02% 699
2023
Q1 		$1.86M Buy
5,393
+828
+18% +$291K 0.02% 713
2022
Q4 		$433K Buy
4,565
+110
+2% +$36.3K 0.02% 616
2022
Q3 		$1.36M Sell
4,455
-4,020
-47% -$1.44M 0.02% 776
2022
Q2 		$2.86M Buy
8,475
+458
+6% +$163K 0.03% 609
2022
Q1 		$3.29M Buy
8,017
+1,135
+16% +$462K 0.03% 596
2021
Q4 		$3.25M Sell
6,882
-1,991
-22% -$911K 0.02% 617
2021
Q3 		$3.77M Buy
8,873
+3,381
+62% +$1.47M 0.02% 624
2021
Q2 		$2.25M Buy
5,492
+377
+7% +$145K 0.02% 722
2021
Q1 		$1.8M Sell
5,115
-5,731
-53% -$1.91M 0.02% 756
2020
Q4 		$3.56M Buy
10,846
+38
+0.4% +$12.8K 0.04% 444
2020
Q3 		$3.81M Buy
10,808
+276
+3% +$97.4K 0.05% 356
2020
Q2 		$3.47M Buy
10,532
+616
+6% +$185K 0.05% 358
2020
Q1 		$2.43M Sell
9,916
-3,694
-27% -$1.01M 0.04% 381
2019
Q4 		$3.72M Sell
13,610
-1,317
-9% -$342K 0.06% 336
2019
Q3 		$3.68M Buy
14,927
+5,852
+64% +$1.46M 0.06% 345
2019
Q2 		$2.07M Buy
9,075
+969
+12% +$212K 0.04% 471
2019
Q1 		$1.71M Buy
8,106
+58
+0.7% +$11.2K 0.03% 491
2018
Q4 		$1.37M Buy
8,048
+295
+4% +$52.8K 0.03% 490
2018
Q3 		$1.51M Buy
7,753
+3,244
+72% +$670K 0.03% 510
2018
Q2 		$921K Buy
4,509
+794
+21% +$157K 0.02% 507
2018
Q1 		$710K Sell
3,715
-844
-19% -$156K 0.03% 537
2017
Q4 		$803K Sell
4,559
-2,166
-32% -$354K 0.03% 468
2017
Q3 		$1.07M Buy
6,725
+2,186
+48% +$332K 0.03% 554
2017
Q2 		$675K Buy
4,539
+2,190
+93% +$304K 0.02% 698
2017
Q1 		$306K Buy
+2,349
New +$292K 0.01% 1065

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Private Advisor Group's SPGI Position: Q2 2026 in Review

Private Advisor Group reduced its S&P Global (SPGI) stake by 48% in Q2 2026, selling an estimated $2.61M and leaving 6,755 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #877.

Private Advisor Group first reported a position in SPGI in Q1 2017 and has held it in 38 quarters since. The position peaked at $5.94M in Q4 2025. 772 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Private Advisor Group held 6,755 shares of S&P Global worth $2.75M as of Q2 2026.
  • Private Advisor Group sold 6,186 S&P Global shares in Q2 2026, an estimated $2.61M.
  • S&P Global made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #877 holding.
  • Private Advisor Group first reported a position in S&P Global in Q1 2017 and has held it in 38 quarters since.
  • Private Advisor Group's S&P Global position peaked at $5.94M in Q4 2025.
  • 772 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.