Towarzystwo Funduszy Inwestycyjnych PZU SA’s S&P Global SPGI Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$149K	Sell	365 -15	-4%	-$6.33K	0.04%	239
2026 Q1	$162K	Sell	380 -30	-7%	-$13.9K	0.05%	201
2025 Q4	$214K	Buy	410 +35	+9%	+$17.3K	0.05%	176
2025 Q3	$183K	Buy	375 +40	+12%	+$21.4K	0.04%	187
2025 Q2	$177K	Hold	335	–	–	0.05%	178
2025 Q1	$170K	Hold	335	–	–	0.06%	157
2024 Q4	$167K	Buy	335 +55	+20%	+$27.9K	0.06%	146
2024 Q3	$145K	Hold	280	–	–	0.05%	153
2024 Q2	$125K	Hold	280	–	–	0.05%	157
2024 Q1	$119K	Buy	280 +49	+21%	+$21.2K	0.05%	167
2023 Q4	$102K	Buy	+231	New	+$91.2K	0.05%	166
2021 Q3	$40.4K	Sell	95 -5	-5%	-$2.17K	0.05%	148
2021 Q2	$41K	Hold	100	–	–	0.05%	161
2021 Q1	$35.3K	Hold	100	–	–	0.05%	157
2020 Q4	$32.9K	Buy	+100	New	+$33.7K	0.03%	140

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

Towarzystwo Funduszy Inwestycyjnych PZU SA's SPGI Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA reduced its S&P Global (SPGI) stake by 3.9% in Q2 2026, selling an estimated $6.33K and leaving 365 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #239.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in SPGI in Q4 2020 and has held it in 15 quarters since. The position peaked at $214K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 365 shares of S&P Global worth $149K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA sold 15 S&P Global shares in Q2 2026, an estimated $6.33K.
S&P Global made up 0.04% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #239 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in S&P Global in Q4 2020 and has held it in 15 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's S&P Global position peaked at $214K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.