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 Q2	$667K	Buy	1,637 +197	+14%	+$83.2K	0.15%	107
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prudent Man Advisors's SPGI Position: Q2 2026 in Review

Prudent Man Advisors increased its S&P Global (SPGI) stake by 14% in Q2 2026, buying an estimated $83.2K and bringing the position to 1,637 shares worth $667K. The position accounts for 0.15% of the portfolio, ranked #107.

Prudent Man Advisors first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Prudent Man Advisors held 1,637 shares of S&P Global worth $667K as of Q2 2026.
Prudent Man Advisors bought 197 S&P Global shares in Q2 2026, an estimated $83.2K.
S&P Global made up 0.15% of Prudent Man Advisors's portfolio in Q2 2026, its #107 holding.
Prudent Man Advisors first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
Prudent Man Advisors's S&P Global position peaked at $1.04M in Q2 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.