First Command Bank’s S&P Global SPGI Stock Holding History

First Command 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
2023 Q2	$241K	Hold	601	–	–	0.02%	122
2023 Q1	$207K	Sell	601 -175	-23%	-$61.6K	0.02%	127
2022 Q4	$260K	Hold	776	–	–	0.03%	103
2022 Q3	$237K	Sell	776 -203	-21%	-$72.6K	0.03%	103
2022 Q2	$330K	Hold	979	–	–	0.05%	94
2022 Q1	$402K	Buy	979 +340	+53%	+$138K	0.06%	93
2021 Q4	$272K	Hold	639	–	–	0.05%	119
2021 Q3	$272K	Sell	639 -235	-27%	-$102K	0.05%	119
2021 Q2	$359K	Buy	+874	New	+$336K	0.04%	103

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Command Bank's SPGI Position: Q2 2023 in Review

First Command Bank held its S&P Global (SPGI) position steady in Q2 2023 at 601 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #122.

First Command Bank first reported a position in SPGI in Q2 2021 and has held it in 9 quarters since. The position peaked at $402K in Q1 2022. 1,621 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

First Command Bank held 601 shares of S&P Global worth $241K as of Q2 2023.
First Command Bank left its S&P Global share count unchanged in Q2 2023.
S&P Global made up 0.02% of First Command Bank's portfolio in Q2 2023, its #122 holding.
First Command Bank first reported a position in S&P Global in Q2 2021 and has held it in 9 quarters since.
First Command Bank's S&P Global position peaked at $402K in Q1 2022.
1,621 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.