ESB
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Essex Savings Bank’s S&P Global SPGI Stock Holding History

Essex Savings 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 		$210K Sell
516
-19
-4% -$8.02K 0.05% 306
2026
Q1 		$228K Sell
535
-42
-7% -$19.5K 0.05% 278
2025
Q4 		$302K Buy
+577
New +$285K 0.07% 227

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Essex Savings Bank's SPGI Position: Q2 2026 in Review

Essex Savings Bank reduced its S&P Global (SPGI) stake by 3.6% in Q2 2026, selling an estimated $8.02K and leaving 516 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #306.

Essex Savings Bank first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $302K in Q4 2025. 822 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Essex Savings Bank held 516 shares of S&P Global worth $210K as of Q2 2026.
  • Essex Savings Bank sold 19 S&P Global shares in Q2 2026, an estimated $8.02K.
  • S&P Global made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #306 holding.
  • Essex Savings Bank first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Essex Savings Bank's S&P Global position peaked at $302K in Q4 2025.
  • 822 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.