AAFMAA Wealth Management & Trust’s S&P Global SPGI Stock Holding History

AAFMAA Wealth Management & Trust’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 Q3	$856K	Sell	2,170 -63	-3%	-$26.7K	0.29%	61
2026 Q2	$909K	Sell	2,233 -216	-9%	-$91.2K	0.32%	63
2026 Q1	$1.04M	Sell	2,449 -20	-0.8%	-$9.28K	0.4%	55
2025 Q4	$1.29M	Buy	2,469 +315	+15%	+$156K	0.51%	52
2025 Q3	$1.05M	Sell	2,154 -60	-3%	-$32.1K	0.42%	69
2025 Q2	$1.17M	Sell	2,214 -1,095	-33%	-$546K	0.48%	66
2025 Q1	$1.68M	Sell	3,309 -415	-11%	-$212K	0.76%	41
2024 Q4	$1.85M	Buy	3,724 +137	+4%	+$69.5K	0.81%	35
2024 Q3	$1.85M	Sell	3,587 -90	-2%	-$44.5K	0.82%	39
2024 Q2	$1.64M	Buy	3,677 +805	+28%	+$345K	0.81%	45
2024 Q1	$1.22M	Buy	+2,872	New	+$1.24M	0.67%	48

Other funds holding SPGI

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AAFMAA Wealth Management & Trust's SPGI Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust reduced its S&P Global (SPGI) stake by 2.8% in Q3 2026, selling an estimated $26.7K and leaving 2,170 shares worth $856K. The position accounts for 0.29% of the portfolio, ranked #61.

AAFMAA Wealth Management & Trust first reported a position in SPGI in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.85M in Q4 2024. 946 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

AAFMAA Wealth Management & Trust held 2,170 shares of S&P Global worth $856K as of Q3 2026.
AAFMAA Wealth Management & Trust sold 63 S&P Global shares in Q3 2026, an estimated $26.7K.
S&P Global made up 0.29% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #61 holding.
AAFMAA Wealth Management & Trust first reported a position in S&P Global in Q1 2024 and has held it in 11 quarters since.
AAFMAA Wealth Management & Trust's S&P Global position peaked at $1.85M in Q4 2024.
946 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.