Bank of Marin’s S&P Global SPGI Stock Holding History

Bank of Marin’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	$553K	Hold	1,299	–	–	0.4%	78
2025 Q4	$679K	Hold	1,299	–	–	0.47%	63
2025 Q3	$632K	Hold	1,299	–	–	0.45%	70
2025 Q2	$685K	Hold	1,299	–	–	0.52%	63
2025 Q1	$660K	Hold	1,299	–	–	0.84%	37
2024 Q4	$647K	Sell	1,299 -30	-2%	-$15.2K	0.51%	58
2024 Q3	$687K	Sell	1,329 -4	-0.3%	-$1.98K	0.55%	58
2024 Q2	$595K	Sell	1,333 -86	-6%	-$36.9K	0.51%	61
2024 Q1	$604K	Sell	1,419 -31	-2%	-$13.4K	0.53%	63
2023 Q4	$639K	Sell	1,450 -81	-5%	-$32K	0.57%	60
2023 Q3	$559K	Sell	1,531 -32	-2%	-$12.6K	0.55%	63
2023 Q2	$627K	Sell	1,563 -14	-0.9%	-$5.12K	0.58%	63
2023 Q1	$544K	Hold	1,577	–	–	0.52%	67
2022 Q4	$528K	Hold	1,577	–	–	0.5%	72
2022 Q3	$482K	Hold	1,577	–	–	0.47%	74
2022 Q2	$532K	Sell	1,577 -5	-0.3%	-$1.78K	0.47%	73
2022 Q1	$649K	Buy	+1,582	New	+$644K	0.47%	70

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of Marin's SPGI Position: Q1 2026 in Review

Bank of Marin held its S&P Global (SPGI) position steady in Q1 2026 at 1,299 shares worth $553K. The position accounts for 0.4% of the portfolio, ranked #78.

Bank of Marin first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $687K in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Bank of Marin held 1,299 shares of S&P Global worth $553K as of Q1 2026.
Bank of Marin left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.4% of Bank of Marin's portfolio in Q1 2026, its #78 holding.
Bank of Marin first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
Bank of Marin's S&P Global position peaked at $687K in Q3 2024.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.