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Community Financial Services Group’s S&P Global SPGI Stock Holding History

Community Financial Services Group’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 		$342K Buy
824
+17
+2% +$7.18K 0.05% 108
2026
Q1 		$343K Buy
807
+131
+19% +$60.8K 0.06% 89
2025
Q4 		$353K Buy
676
+13
+2% +$6.43K 0.06% 81
2025
Q3 		$323K Hold
663
– – 0.06% 85
2025
Q2 		$350K Buy
+663
New +$331K 0.07% 77

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

Community Financial Services Group's SPGI Position: Q2 2026 in Review

Community Financial Services Group increased its S&P Global (SPGI) stake by 2.1% in Q2 2026, buying an estimated $7.18K and bringing the position to 824 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #108.

Community Financial Services Group first reported a position in SPGI in Q2 2025 and has held it in 5 quarters since. The position peaked at $353K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Community Financial Services Group held 824 shares of S&P Global worth $342K as of Q2 2026.
  • Community Financial Services Group bought 17 S&P Global shares in Q2 2026, an estimated $7.18K.
  • S&P Global made up 0.05% of Community Financial Services Group's portfolio in Q2 2026, its #108 holding.
  • Community Financial Services Group first reported a position in S&P Global in Q2 2025 and has held it in 5 quarters since.
  • Community Financial Services Group's S&P Global position peaked at $353K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.