Citizens Business Bank’s S&P Global SPGI Stock Holding History

Citizens Business Bank’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	$285K	Hold	700	–	–	0.04%	127
2026 Q1	$298K	Hold	700	–	–	0.05%	116
2025 Q4	$366K	Hold	700	–	–	0.06%	106
2025 Q3	$341K	Buy	+700	New	+$375K	0.06%	118

Other funds holding SPGI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Citizens Business Bank's SPGI Position: Q2 2026 in Review

Citizens Business Bank held its S&P Global (SPGI) position steady in Q2 2026 at 700 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #127.

Citizens Business Bank first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $366K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Citizens Business Bank held 700 shares of S&P Global worth $285K as of Q2 2026.
Citizens Business Bank left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.04% of Citizens Business Bank's portfolio in Q2 2026, its #127 holding.
Citizens Business Bank first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
Citizens Business Bank's S&P Global position peaked at $366K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Citizens Business Bank's 13F filing for Q2 2026, filed 3 Aug 2026.