FNBOMD
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First National Bank of Mount Dora’s S&P Global SPGI Stock Holding History

First National Bank of Mount Dora’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 		$5.05M Sell
12,394
-103
-0.8% -$43.5K 1.01% 38
2026
Q1 		$5.32M Sell
12,497
-2,298
-16% -$1.07M 1.15% 33
2025
Q4 		$7.73M Buy
14,795
+240
+2% +$119K 1.69% 19
2025
Q3 		$7.08M Buy
14,555
+6,465
+80% +$3.46M 1.57% 23
2025
Q2 		$4.27M Sell
8,090
-114
-1% -$56.9K 0.96% 40
2025
Q1 		$4.17M Sell
8,204
-4,751
-37% -$2.43M 1.02% 38
2024
Q4 		$6.45M Sell
12,955
-155
-1% -$78.6K 1.51% 21
2024
Q3 		$6.77M Sell
13,110
-232
-2% -$115K 1.54% 23
2024
Q2 		$5.95M Sell
13,342
-324
-2% -$139K 1.44% 21
2024
Q1 		$5.81M Sell
13,666
-3,137
-19% -$1.36M 1.42% 24
2023
Q4 		$7.4M Buy
16,803
+725
+5% +$286K 1.97% 11
2023
Q3 		$5.88M Buy
16,078
+451
+3% +$177K 1.74% 16
2023
Q2 		$6.26M Buy
15,627
+1,577
+11% +$576K 1.78% 16
2023
Q1 		$4.84M Buy
14,050
+6,801
+94% +$2.39M 1.47% 28
2022
Q4 		$2.43M Buy
7,249
+378
+6% +$125K 0.8% 49
2022
Q3 		$2.1M Buy
6,871
+2,202
+47% +$788K 0.74% 52
2022
Q2 		$1.57M Buy
4,669
+157
+3% +$56K 0.54% 54
2022
Q1 		$1.85M Buy
4,512
+312
+7% +$127K 0.56% 54
2021
Q4 		$1.98M Buy
4,200
+513
+14% +$235K 0.58% 54
2021
Q3 		$1.57M Buy
+3,687
New +$1.6M 0.52% 56

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

First National Bank of Mount Dora's SPGI Position: Q2 2026 in Review

First National Bank of Mount Dora reduced its S&P Global (SPGI) stake by 0.82% in Q2 2026, selling an estimated $43.5K and leaving 12,394 shares worth $5.05M. The position accounts for 1.01% of the portfolio, ranked #38.

First National Bank of Mount Dora first reported a position in SPGI in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.73M in Q4 2025. 767 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • First National Bank of Mount Dora held 12,394 shares of S&P Global worth $5.05M as of Q2 2026.
  • First National Bank of Mount Dora sold 103 S&P Global shares in Q2 2026, an estimated $43.5K.
  • S&P Global made up 1.01% of First National Bank of Mount Dora's portfolio in Q2 2026, its #38 holding.
  • First National Bank of Mount Dora first reported a position in S&P Global in Q3 2021 and has held it in 20 quarters since.
  • First National Bank of Mount Dora's S&P Global position peaked at $7.73M in Q4 2025.
  • 767 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.