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Chicago Trust’s S&P Global SPGI Stock Holding History

Chicago 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 		$278K Hold
683
– – 0.04% 327
2026
Q1 		$291K Sell
683
-128
-16% -$59.4K 0.05% 315
2025
Q4 		$424K Sell
811
-5
-0.6% -$2.47K 0.07% 264
2025
Q3 		$397K Buy
816
+3
+0.4% +$1.61K 0.06% 292
2025
Q2 		$429K Sell
813
-1,010
-55% -$504K 0.06% 264
2025
Q1 		$926K Buy
1,823
+65
+4% +$33.2K 0.16% 129
2024
Q4 		$876K Sell
1,758
-20
-1% -$10.1K 0.16% 131
2024
Q3 		$919K Sell
1,778
-13
-0.7% -$6.43K 0.16% 134
2024
Q2 		$799K Sell
1,791
-250
-12% -$107K 0.16% 124
2024
Q1 		$868K Sell
2,041
-141
-6% -$61.1K 0.18% 126
2023
Q4 		$961K Sell
2,182
-180
-8% -$71K 0.21% 113
2023
Q3 		$863K Buy
2,362
+125
+6% +$49.1K 0.22% 117
2023
Q2 		$897K Buy
2,237
+29
+1% +$10.6K 0.22% 123
2023
Q1 		$761K Hold
2,208
– – 0.19% 134
2022
Q4 		$739K Sell
2,208
-210
-9% -$69.2K 0.18% 130
2022
Q3 		$738K Buy
2,418
+30
+1% +$10.7K 0.19% 127
2022
Q2 		$804K Hold
2,388
– – 0.2% 119
2022
Q1 		$979K Buy
2,388
+563
+31% +$229K 0.21% 118
2021
Q4 		$861K Hold
1,825
– – 0.17% 146
2021
Q3 		$775K Sell
1,825
-20
-1% -$8.67K 0.17% 146
2021
Q2 		$758K Sell
1,845
-249
-12% -$95.7K 0.18% 138
2021
Q1 		$739K Buy
2,094
+35
+2% +$11.6K 0.25% 104
2020
Q4 		$677K Buy
2,059
+33
+2% +$11.1K 0.23% 107
2020
Q3 		$731K Buy
2,026
+246
+14% +$86.8K 0.3% 92
2020
Q2 		$586K Buy
1,780
+60
+3% +$18K 0.26% 104
2020
Q1 		$422K Sell
1,720
-320
-16% -$87.8K 0.21% 106
2019
Q4 		$557K Hold
2,040
– – 0.23% 106
2019
Q3 		$500K Buy
2,040
+40
+2% +$10K 0.21% 110
2019
Q2 		$455 Buy
2,000
+400
+25% +$87.4K 0.19% 118
2019
Q1 		$337 Hold
1,600
– – 0.15% 133
2018
Q4 		$272 Hold
1,600
– – 0.13% 138
2018
Q3 		$313K Hold
1,600
– – 0.12% 134
2018
Q2 		$326K Hold
1,600
– – 0.14% 123
2018
Q1 		$306K Hold
1,600
– – 0.13% 125
2017
Q4 		$271K Hold
1,600
– – 0.11% 138
2017
Q3 		$250 Hold
1,600
– – 0.11% 135
2017
Q2 		$234 Hold
1,600
– – 0.1% 138
2017
Q1 		$209 Buy
+1,600
New +$199K 0.09% 146
2016
Q4 		– Sell
-1,600
Closed -$202K – 163
2016
Q3 		$202K Sell
1,600
-3,395
-68% -$408K 0.09% 146
2016
Q2 		$536K Buy
+4,995
New +$536K 0.22% 99

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Chicago Trust's SPGI Position: Q2 2026 in Review

Chicago Trust held its S&P Global (SPGI) position steady in Q2 2026 at 683 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #327.

Chicago Trust first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $979K in Q1 2022. 350 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Chicago Trust held 683 shares of S&P Global worth $278K as of Q2 2026.
  • Chicago Trust left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.04% of Chicago Trust's portfolio in Q2 2026, its #327 holding.
  • Chicago Trust first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Chicago Trust's S&P Global position peaked at $979K in Q1 2022.
  • 350 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.