Prudent Man Advisors’s S&P Global SPGI Stock Holding History

Prudent Man Advisors’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 Q1	$612K	Buy	1,440 +466	+48%	+$216K	0.18%	101
2025 Q4	$509K	Sell	974 -8	-0.8%	-$3.96K	0.19%	92
2025 Q3	$478K	Sell	982 -984	-50%	-$527K	0.18%	93
2025 Q2	$1.04M	Sell	1,966 -28	-1%	-$14K	0.33%	72
2025 Q1	$1.01M	Buy	1,994 +49	+3%	+$25K	0.37%	61
2024 Q4	$969K	Buy	1,945 +13	+0.7%	+$6.6K	0.35%	67
2024 Q3	$998K	Buy	1,932 +327	+20%	+$162K	0.33%	70
2024 Q2	$716K	Buy	1,605 +56	+4%	+$24K	0.25%	96
2024 Q1	$659K	Sell	1,549 -220	-12%	-$95.4K	0.25%	97
2023 Q4	$779K	Sell	1,769 -110	-6%	-$43.4K	0.29%	77
2023 Q3	$687K	Buy	+1,879	New	+$739K	0.27%	85
2023 Q2	–	Sell	-1,935	Closed	-$667K	–	213
2023 Q1	$667K	Hold	1,935	–	–	0.26%	89
2022 Q4	$648K	Buy	+1,935	New	+$638K	0.26%	94

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Prudent Man Advisors's SPGI Position: Q1 2026 in Review

Prudent Man Advisors increased its S&P Global (SPGI) stake by 48% in Q1 2026, buying an estimated $216K and bringing the position to 1,440 shares worth $612K. The position accounts for 0.18% of the portfolio, ranked #101.

Prudent Man Advisors first reported a position in SPGI in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.04M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Prudent Man Advisors held 1,440 shares of S&P Global worth $612K as of Q1 2026.
Prudent Man Advisors bought 466 S&P Global shares in Q1 2026, an estimated $216K.
S&P Global made up 0.18% of Prudent Man Advisors's portfolio in Q1 2026, its #101 holding.
Prudent Man Advisors first reported a position in S&P Global in Q4 2022 and has held it in 13 quarters since.
Prudent Man Advisors's S&P Global position peaked at $1.04M in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.