PCA
SPGI icon

Purkiss Capital Advisors’s S&P Global SPGI Stock Holding History

Purkiss Capital 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 		– Sell
-515
Closed -$219K – 197
2026
Q1 		$219K Hold
515
– – 0.1% 157
2025
Q4 		$269K Sell
515
-405
-44% -$200K 0.13% 139
2025
Q3 		$448K Buy
+920
New +$493K 0.21% 90

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

Purkiss Capital Advisors's SPGI Position: Q2 2026 in Review

Purkiss Capital Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 515 shares — an estimated $219K sold.

Purkiss Capital Advisors first reported a position in SPGI in Q3 2025 and held it in 3 quarters. The position peaked at $448K in Q3 2025. 770 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Purkiss Capital Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Purkiss Capital Advisors sold 515 S&P Global shares in Q2 2026, an estimated $219K.
  • Purkiss Capital Advisors first reported a position in S&P Global in Q3 2025 and held it in 3 quarters.
  • Purkiss Capital Advisors's S&P Global position peaked at $448K in Q3 2025.
  • 770 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.