BankPlus Trust Department’s S&P Global SPGI Stock Holding History

BankPlus Trust Department’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	$30.2K	Hold	71	–	–	0.01%	305
2025 Q4	$37.1K	Hold	71	–	–	0.01%	276
2025 Q3	$34.6K	Hold	71	–	–	0.01%	277
2025 Q2	$37.4K	Sell	71 -3	-4%	-$1.5K	0.01%	257
2025 Q1	$37.6K	Sell	74 -7	-9%	-$3.58K	0.01%	247
2024 Q4	$40.3K	Buy	+81	New	+$41.1K	0.01%	238

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

BankPlus Trust Department's SPGI Position: Q1 2026 in Review

BankPlus Trust Department held its S&P Global (SPGI) position steady in Q1 2026 at 71 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #305.

BankPlus Trust Department first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $40.3K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

BankPlus Trust Department held 71 shares of S&P Global worth $30.2K as of Q1 2026.
BankPlus Trust Department left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #305 holding.
BankPlus Trust Department first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's S&P Global position peaked at $40.3K in Q4 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.