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First Bankers Trust’s S&P Global SPGI Stock Holding History

First Bankers 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
Q2 		$1.54M Buy
3,792
+327
+9% +$138K 0.48% 65
2026
Q1 		$1.47M Buy
+3,465
New +$1.61M 0.5% 66
2024
Q3 		– Sell
-1,565
Closed -$698K – 132
2024
Q2 		$698K Buy
1,565
+108
+7% +$46.3K 0.29% 83
2024
Q1 		$620K Buy
1,457
+136
+10% +$58.9K 0.26% 86
2023
Q4 		$582K Buy
1,321
+44
+3% +$17.4K 0.27% 81
2023
Q3 		$467K Buy
1,277
+13
+1% +$5.11K 0.24% 83
2023
Q2 		$507K Sell
1,264
-750
-37% -$274K 0.25% 81
2023
Q1 		$694K Sell
2,014
-162
-7% -$57K 0.35% 76
2022
Q4 		$729K Sell
2,176
-472
-18% -$156K 0.37% 73
2022
Q3 		$809K Sell
2,648
-66
-2% -$23.6K 0.46% 66
2022
Q2 		$915K Sell
2,714
-344
-11% -$123K 0.48% 65
2022
Q1 		$1.25M Buy
3,058
+81
+3% +$33K 0.58% 55
2021
Q4 		$1.41M Buy
2,977
+112
+4% +$51.2K 0.62% 52
2021
Q3 		$1.22M Buy
2,865
+482
+20% +$209K 0.61% 56
2021
Q2 		$978K Sell
2,383
-478
-17% -$184K 0.48% 68
2021
Q1 		$1.01M Sell
2,861
-350
-11% -$116K 0.42% 67
2020
Q4 		$1.06M Buy
3,211
+242
+8% +$81.6K 0.41% 70
2020
Q3 		$1.07M Buy
2,969
+2,020
+213% +$713K 0.46% 66
2020
Q2 		$313K Buy
+949
New +$285K 0.14% 99

Other funds holding SPGI

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
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

First Bankers Trust's SPGI Position: Q2 2026 in Review

First Bankers Trust increased its S&P Global (SPGI) stake by 9.4% in Q2 2026, buying an estimated $138K and bringing the position to 3,792 shares worth $1.54M. The position accounts for 0.48% of the portfolio, ranked #65.

First Bankers Trust first reported a position in SPGI in Q2 2020 and has held it in 19 quarters since. 559 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • First Bankers Trust held 3,792 shares of S&P Global worth $1.54M as of Q2 2026.
  • First Bankers Trust bought 327 S&P Global shares in Q2 2026, an estimated $138K.
  • S&P Global made up 0.48% of First Bankers Trust's portfolio in Q2 2026, its #65 holding.
  • First Bankers Trust first reported a position in S&P Global in Q2 2020 and has held it in 19 quarters since.
  • 559 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on First Bankers Trust's 13F filing for Q2 2026, filed 9 Jul 2026.