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S&p Global shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in S&p Global

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All positions including S&p Global held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.7M 17k 516.63
2024-06-30 $2.2M 4.9k 446.03
2024-03-31 $1.0M 2.1k 505.48
2023-12-31 $1.2M 2.8k 440.52
2018-12-31 $277k 1.4k 195.35