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 Q2	$909K	Sell	2,233 -216	-9%	-$91.2K	0.32%	63
2026 Q1	$1.04M	Sell	2,449 -20	-0.8%	-$9.29K	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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

AAFMAA Wealth Management & Trust's SPGI Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust reduced its S&P Global (SPGI) stake by 8.8% in Q2 2026, selling an estimated $91.2K and leaving 2,233 shares worth $909K. The position accounts for 0.32% of the portfolio, ranked #63.

AAFMAA Wealth Management & Trust first reported a position in SPGI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.85M in Q4 2024. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

AAFMAA Wealth Management & Trust held 2,233 shares of S&P Global worth $909K as of Q2 2026.
AAFMAA Wealth Management & Trust sold 216 S&P Global shares in Q2 2026, an estimated $91.2K.
S&P Global made up 0.32% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #63 holding.
AAFMAA Wealth Management & Trust first reported a position in S&P Global in Q1 2024 and has held it in 10 quarters since.
AAFMAA Wealth Management & Trust's S&P Global position peaked at $1.85M in Q4 2024.
549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.