PAS
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Professional Advisory Services’s S&P Global SPGI Stock Holding History

Professional Advisory 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 		$22.6M Buy
57,215
+1,487
+3% +$629K 2.7% 22
2026
Q2 		$22.7M Buy
55,728
+5,228
+10% +$2.21M 2.72% 22
2026
Q1 		$21.5M Buy
50,500
+14,783
+41% +$6.86M 2.97% 17
2025
Q4 		$18.7M Buy
35,717
+9,676
+37% +$4.79M 2.42% 24
2025
Q3 		$12.7M Sell
26,041
-1,275
-5% -$683K 1.65% 30
2025
Q2 		$14.4M Sell
27,316
-438
-2% -$219K 1.95% 30
2025
Q1 		$14.1M Sell
27,754
-936
-3% -$478K 1.98% 28
2024
Q4 		$14.3M Sell
28,690
-131
-0.5% -$66.5K 1.97% 29
2024
Q3 		$14.9M Sell
28,821
-2,798
-9% -$1.38M 1.95% 28
2024
Q2 		$14.1M Buy
31,619
+79
+0.3% +$33.9K 1.93% 30
2024
Q1 		$13.4M Sell
31,540
-540
-2% -$234K 1.82% 31
2023
Q4 		$14.1M Sell
32,080
-112
-0.3% -$44.2K 2.02% 29
2023
Q3 		$11.8M Sell
32,192
-1,316
-4% -$517K 1.93% 30
2023
Q2 		$13.4M Sell
33,508
-469
-1% -$171K 2.04% 29
2023
Q1 		$11.7M Buy
33,977
+209
+0.6% +$73.6K 1.83% 30
2022
Q4 		$11.3M Buy
33,768
+153
+0.5% +$50.4K 1.84% 28
2022
Q3 		$10.3M Sell
33,615
-1,927
-5% -$689K 1.78% 30
2022
Q2 		$12M Buy
35,542
+2,815
+9% +$1M 2% 28
2022
Q1 		$13.4M Buy
32,727
+2,425
+8% +$988K 1.93% 31
2021
Q4 		$14.3M Sell
30,302
-791
-3% -$362K 1.94% 29
2021
Q3 		$13.2M Sell
31,093
-2,998
-9% -$1.3M 1.94% 28
2021
Q2 		$14M Sell
34,091
-1,222
-3% -$470K 2.03% 29
2021
Q1 		$12.5M Buy
35,313
+2,420
+7% +$805K 1.91% 30
2020
Q4 		$10.8M Buy
32,893
+1,175
+4% +$396K 1.74% 31
2020
Q3 		$11.4M Sell
31,718
-1,249
-4% -$441K 2.04% 28
2020
Q2 		$10.9M Sell
32,967
-4,747
-13% -$1.43M 2.09% 28
2020
Q1 		$9.24M Sell
37,714
-3,648
-9% -$1M 2.14% 27
2019
Q4 		$11.3M Sell
41,362
-590
-1% -$153K 2.01% 27
2019
Q3 		$10.3M Sell
41,952
-3,223
-7% -$806K 1.95% 28
2019
Q2 		$10.3M Sell
45,175
-995
-2% -$217K 2% 27
2019
Q1 		$9.72M Buy
+46,170
New +$8.94M 1.95% 29

Other funds holding SPGI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Professional Advisory Services's SPGI Position: Q3 2026 in Review

Professional Advisory Services increased its S&P Global (SPGI) stake by 2.7% in Q3 2026, buying an estimated $629K and bringing the position to 57,215 shares worth $22.6M. The position accounts for 2.7% of the portfolio, ranked #22.

Professional Advisory Services first reported a position in SPGI in Q1 2019 and has held it in 31 quarters since. The position peaked at $22.7M in Q2 2026. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Professional Advisory Services held 57,215 shares of S&P Global worth $22.6M as of Q3 2026.
  • Professional Advisory Services bought 1,487 S&P Global shares in Q3 2026, an estimated $629K.
  • S&P Global made up 2.7% of Professional Advisory Services's portfolio in Q3 2026, its #22 holding.
  • Professional Advisory Services first reported a position in S&P Global in Q1 2019 and has held it in 31 quarters since.
  • Professional Advisory Services's S&P Global position peaked at $22.7M in Q2 2026.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.