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

Fiduciary 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 		$12M Sell
28,288
-3,192
-10% -$1.48M 0.14% 96
2025
Q4 		$16.5M Sell
31,480
-1,575
-5% -$779K 0.19% 81
2025
Q3 		$16.1M Buy
33,055
+1,278
+4% +$684K 0.18% 82
2025
Q2 		$16.8M Sell
31,777
-3,355
-10% -$1.67M 0.21% 71
2025
Q1 		$17.9M Buy
35,132
+2,648
+8% +$1.35M 0.23% 62
2024
Q4 		$16.2M Sell
32,484
-534
-2% -$271K 0.21% 71
2024
Q3 		$17.1M Buy
33,018
+336
+1% +$166K 0.24% 66
2024
Q2 		$14.6M Buy
32,682
+3,209
+11% +$1.38M 0.22% 71
2024
Q1 		$12.5M Buy
29,473
+759
+3% +$329K 0.19% 83
2023
Q4 		$12.6M Buy
28,714
+81
+0.3% +$32K 0.21% 78
2023
Q3 		$10.5M Sell
28,633
-22
-0.1% -$8.65K 0.19% 86
2023
Q2 		$11.5M Buy
28,655
+2,161
+8% +$790K 0.2% 88
2023
Q1 		$9.13M Buy
26,494
+118
+0.4% +$41.5K 0.17% 104
2022
Q4 		$8.83M Buy
26,376
+572
+2% +$189K 0.17% 105
2022
Q3 		$7.88M Buy
25,804
+59
+0.2% +$21.1K 0.17% 101
2022
Q2 		$8.68M Buy
25,745
+350
+1% +$125K 0.18% 105
2022
Q1 		$10.4M Sell
25,395
-525
-2% -$214K 0.19% 105
2021
Q4 		$12.2M Buy
25,920
+175
+0.7% +$80.1K 0.2% 99
2021
Q3 		$10.9M Buy
25,745
+157
+0.6% +$68K 0.19% 100
2021
Q2 		$10.5M Buy
25,588
+3,325
+15% +$1.28M 0.2% 101
2021
Q1 		$7.86M Sell
22,263
-1,231
-5% -$410K 0.16% 123
2020
Q4 		$7.72M Sell
23,494
-1,292
-5% -$436K 0.16% 118
2020
Q3 		$8.94M Sell
24,786
-647
-3% -$228K 0.21% 93
2020
Q2 		$8.38M Sell
25,433
-81
-0.3% -$24.4K 0.21% 95
2020
Q1 		$6.25M Buy
25,514
+225
+0.9% +$61.7K 0.18% 102
2019
Q4 		$6.91M Buy
25,289
+1,205
+5% +$313K 0.16% 115
2019
Q3 		$5.9M Buy
24,084
+6,237
+35% +$1.56M 0.15% 118
2019
Q2 		$4.07M Buy
17,847
+2,428
+16% +$530K 0.11% 138
2019
Q1 		$3.25M Buy
15,419
+2,235
+17% +$433K 0.09% 152
2018
Q4 		$2.24M Buy
13,184
+45
+0.3% +$8.06K 0.07% 173
2018
Q3 		$2.57M Hold
13,139
– – 0.07% 174
2018
Q2 		$2.68M Buy
13,139
+230
+2% +$45.4K 0.08% 165
2018
Q1 		$2.47M Sell
12,909
-468
-3% -$86.4K 0.08% 171
2017
Q4 		$2.27M Buy
13,377
+19
+0.1% +$3.1K 0.07% 178
2017
Q3 		$2.09M Sell
13,358
-250
-2% -$38K 0.06% 186
2017
Q2 		$1.99M Sell
13,608
-500
-4% -$69.4K 0.06% 191
2017
Q1 		$1.84M Sell
14,108
-259
-2% -$32.2K 0.06% 198
2016
Q4 		$1.54M Sell
14,367
-500
-3% -$59.7K 0.05% 209
2016
Q3 		$1.88M Buy
14,867
+859
+6% +$103K 0.06% 194
2016
Q2 		$1.5M Buy
+14,008
New +$1.5M 0.05% 208

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fiduciary Trust's SPGI Position: Q1 2026 in Review

Fiduciary Trust reduced its S&P Global (SPGI) stake by 10% in Q1 2026, selling an estimated $1.48M and leaving 28,288 shares worth $12M. The position accounts for 0.14% of the portfolio, ranked #96.

Fiduciary Trust first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $17.9M in Q1 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Fiduciary Trust held 28,288 shares of S&P Global worth $12M as of Q1 2026.
  • Fiduciary Trust sold 3,192 S&P Global shares in Q1 2026, an estimated $1.48M.
  • S&P Global made up 0.14% of Fiduciary Trust's portfolio in Q1 2026, its #96 holding.
  • Fiduciary Trust first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
  • Fiduciary Trust's S&P Global position peaked at $17.9M in Q1 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.