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Bank of Jackson Hole Trust’s S&P Global SPGI Stock Holding History

Bank of Jackson Hole 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 		– Sell
-555
Closed -$236K – 396
2026
Q1 		$236K Buy
555
+20
+4% +$9.29K 0.11% 131
2025
Q4 		$280K Buy
535
+100
+23% +$49.5K 0.13% 118
2025
Q3 		$212K Buy
435
+325
+295% +$174K 0.11% 132
2025
Q2 		$58K Buy
+110
New +$54.9K 0.03% 224
2025
Q1 		– Sell
-6
Closed -$2.99K – 515
2024
Q4 		$2.99K Buy
+6
New +$3.04K ﹤0.01% 464

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bank of Jackson Hole Trust's SPGI Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 555 shares — an estimated $236K sold.

Bank of Jackson Hole Trust first reported a position in SPGI in Q4 2024 and held it in 5 quarters. The position peaked at $280K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 555 S&P Global shares in Q2 2026, an estimated $236K.
  • Bank of Jackson Hole Trust first reported a position in S&P Global in Q4 2024 and held it in 5 quarters.
  • Bank of Jackson Hole Trust's S&P Global position peaked at $280K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.