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Alerus Financial’s S&P Global SPGI Stock Holding History

Alerus Financial’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
Q1 		$376K Sell
883
-236
-21% -$110K 0.02% 201
2025
Q4 		$585K Sell
1,119
-5,022
-82% -$2.48M 0.03% 135
2025
Q3 		$2.99M Sell
6,141
-5,250
-46% -$2.81M 0.15% 92
2025
Q2 		$6.01M Sell
11,391
-54
-0.5% -$26.9K 0.43% 56
2025
Q1 		$5.82M Sell
11,445
-2,121
-16% -$1.08M 0.47% 54
2024
Q4 		$6.76M Sell
13,566
-2,035
-13% -$1.03M 0.52% 48
2024
Q3 		$8.06M Sell
15,601
-597
-4% -$295K 0.59% 42
2024
Q2 		$7.22M Buy
16,198
+5,991
+59% +$2.57M 0.54% 46
2024
Q1 		$4.34M Sell
10,207
-181
-2% -$78.5K 0.33% 73
2023
Q4 		$4.58M Buy
10,388
+135
+1% +$53.3K 0.37% 69
2023
Q3 		$3.75M Sell
10,253
-7,665
-43% -$3.01M 0.33% 74
2023
Q2 		$7.18M Buy
+17,918
New +$6.55M 0.61% 47
2022
Q3 		– Sell
-664
Closed -$224K – 170
2022
Q2 		$224K Sell
664
-3,769
-85% -$1.34M 0.02% 156
2022
Q1 		$1.82M Buy
4,433
+1,943
+78% +$791K 0.16% 119
2021
Q4 		$1.18M Buy
+2,490
New +$1.14M 0.1% 132

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Alerus Financial's SPGI Position: Q1 2026 in Review

Alerus Financial reduced its S&P Global (SPGI) stake by 21% in Q1 2026, selling an estimated $110K and leaving 883 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #201.

Alerus Financial first reported a position in SPGI in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.06M in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Alerus Financial held 883 shares of S&P Global worth $376K as of Q1 2026.
  • Alerus Financial sold 236 S&P Global shares in Q1 2026, an estimated $110K.
  • S&P Global made up 0.02% of Alerus Financial's portfolio in Q1 2026, its #201 holding.
  • Alerus Financial first reported a position in S&P Global in Q4 2021 and has held it in 15 quarters since.
  • Alerus Financial's S&P Global position peaked at $8.06M in Q3 2024.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.