CoreFirst Bank & Trust’s S&P Global SPGI Stock Holding History

CoreFirst Bank & 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 Q1	$442K	Hold	1,040	–	–	0.23%	75
2025 Q4	$543K	Sell	1,040 -50	-5%	-$24.7K	0.29%	70
2025 Q3	$531K	Sell	1,090 -50	-4%	-$26.8K	0.29%	70
2025 Q2	$601K	Sell	1,140 -315	-22%	-$157K	0.34%	65
2025 Q1	$739K	Hold	1,455	–	–	0.48%	54
2024 Q4	$725K	Sell	1,455 -35	-2%	-$17.8K	0.43%	53
2024 Q3	$770K	Sell	1,490 -80	-5%	-$39.6K	0.44%	51
2024 Q2	$700K	Sell	1,570 -24	-2%	-$10.3K	0.47%	53
2024 Q1	$678K	Hold	1,594	–	–	0.42%	56
2023 Q4	$702K	Hold	1,594	–	–	0.47%	51
2023 Q3	$582K	Hold	1,594	–	–	0.41%	62
2023 Q2	$639K	Sell	1,594 -92	-5%	-$33.6K	0.45%	52
2023 Q1	$581K	Sell	1,686 -15	-0.9%	-$5.28K	0.42%	59
2022 Q4	$570K	Hold	1,701	–	–	0.43%	56
2022 Q3	$519K	Hold	1,701	–	–	0.45%	53
2022 Q2	$573K	Sell	1,701 -38	-2%	-$13.5K	0.45%	48
2022 Q1	$713K	Hold	1,739	–	–	0.49%	49
2021 Q4	$821K	Sell	1,739 -54	-3%	-$24.7K	0.53%	46
2021 Q3	$762K	Buy	1,793 +364	+25%	+$158K	0.53%	43
2021 Q2	$587K	Sell	1,429 -364	-20%	-$140K	0.4%	59
2021 Q1	$633K	Hold	1,793	–	–	0.43%	54
2020 Q4	$589K	Buy	+1,793	New	+$605K	0.44%	53

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

CoreFirst Bank & Trust's SPGI Position: Q1 2026 in Review

CoreFirst Bank & Trust held its S&P Global (SPGI) position steady in Q1 2026 at 1,040 shares worth $442K. The position accounts for 0.23% of the portfolio, ranked #75.

CoreFirst Bank & Trust first reported a position in SPGI in Q4 2020 and has held it in 22 quarters since. The position peaked at $821K in Q4 2021. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

CoreFirst Bank & Trust held 1,040 shares of S&P Global worth $442K as of Q1 2026.
CoreFirst Bank & Trust left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.23% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #75 holding.
CoreFirst Bank & Trust first reported a position in S&P Global in Q4 2020 and has held it in 22 quarters since.
CoreFirst Bank & Trust's S&P Global position peaked at $821K in Q4 2021.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.