Alpine Bank Wealth Management’s S&P Global SPGI Stock Holding History

Alpine Bank Wealth Management’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	$12.2K	Buy	+30	New	+$12.7K	﹤0.01%	369
2025 Q4	–	Sell	-89	Closed	-$43.3K	–	365
2025 Q3	$43.3K	Hold	89	–	–	0.01%	240
2025 Q2	$46.9K	Buy	89 +24	+37%	+$12K	0.01%	240
2025 Q1	$33K	Buy	+65	New	+$33.2K	0.01%	258
2024 Q3	$46.5K	Buy	+90	New	+$44.5K	0.01%	262

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Alpine Bank Wealth Management's SPGI Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in S&P Global (SPGI) in Q2 2026: 30 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in SPGI as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in SPGI in Q3 2024 and has held it in 5 quarters since. The position peaked at $46.9K in Q2 2025. 1,236 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Alpine Bank Wealth Management held 30 shares of S&P Global worth $12.2K as of Q2 2026.
S&P Global was a new Alpine Bank Wealth Management position in Q2 2026.
S&P Global made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #369 holding.
Alpine Bank Wealth Management first reported a position in S&P Global in Q3 2024 and has held it in 5 quarters since.
Alpine Bank Wealth Management's S&P Global position peaked at $46.9K in Q2 2025.
1,236 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.