First National Bank of Omaha’s S&P Global SPGI Stock Holding History

First National Bank of Omaha’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	$1.93M	Buy	4,587 +3,387	+282%	+$1.57M	0.06%	273
2025 Q4	$633K	Buy	+1,200	New	+$594K	0.02%	386
2020 Q3	–	Sell	-620	Closed	-$204K	–	352
2020 Q2	$204K	Buy	+620	New	+$186K	0.01%	327
2020 Q1	–	Sell	-1,140	Closed	-$311K	–	348
2019 Q4	$311K	Buy	1,140 +115	+11%	+$29.9K	0.02%	304
2019 Q3	$251K	Sell	1,025 -35	-3%	-$8.75K	0.02%	314
2019 Q2	$241K	Buy	1,060 +60	+6%	+$13.1K	0.02%	310
2019 Q1	$211K	Sell	1,000 -200	-17%	-$38.7K	0.01%	309
2018 Q4	$204K	Sell	1,200 -1,500	-56%	-$269K	0.02%	306
2018 Q3	$528K	Sell	2,700 -342	-11%	-$70.6K	0.03%	331
2018 Q2	$621K	Buy	3,042 +42	+1%	+$8.3K	0.04%	322
2018 Q1	$573K	Hold	3,000	–	–	0.03%	320
2017 Q4	$508K	Hold	3,000	–	–	0.03%	334
2017 Q3	$469K	Sell	3,000 -500	-14%	-$76K	0.03%	334
2017 Q2	$511K	Hold	3,500	–	–	0.03%	334
2017 Q1	$458K	Sell	3,500 -50	-1%	-$6.22K	0.03%	350
2016 Q4	$382K	Buy	3,550 +50	+1%	+$5.97K	0.02%	345
2016 Q3	$443K	Hold	3,500	–	–	0.03%	283
2016 Q2	$375K	Buy	+3,500	New	+$376K	0.03%	277

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

First National Bank of Omaha's SPGI Position: Q1 2026 in Review

First National Bank of Omaha increased its S&P Global (SPGI) stake by 282% in Q1 2026, buying an estimated $1.57M and bringing the position to 4,587 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #273.

First National Bank of Omaha first reported a position in SPGI in Q2 2016 and has held it in 18 quarters since. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

First National Bank of Omaha held 4,587 shares of S&P Global worth $1.93M as of Q1 2026.
First National Bank of Omaha bought 3,387 S&P Global shares in Q1 2026, an estimated $1.57M.
S&P Global made up 0.06% of First National Bank of Omaha's portfolio in Q1 2026, its #273 holding.
First National Bank of Omaha first reported a position in S&P Global in Q2 2016 and has held it in 18 quarters since.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on First National Bank of Omaha's 13F filing for Q1 2026, filed 11 May 2026.