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
2023
Q4 		– Sell
-5,500
Closed -$20.1K – 2477
2023
Q3 		$20.1K Buy
+5,500
New +$2.16M ﹤0.01% 2108

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
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 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. 728 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.
  • 728 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.