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

First Nebraska 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	$406K	Buy	996 +10	+1%	+$4.22K	0.03%	172
2026 Q1	$419K	Hold	986	–	–	0.04%	157
2025 Q4	$515K	Buy	986 +400	+68%	+$198K	0.05%	137
2025 Q3	$285K	Buy	586 +19	+3%	+$10.2K	0.03%	168
2025 Q2	$299K	Hold	567	–	–	0.03%	162
2025 Q1	$288K	Hold	567	–	–	0.03%	162
2024 Q4	$282K	Hold	567	–	–	0.03%	166
2024 Q3	$293K	Hold	567	–	–	0.03%	170
2024 Q2	$253K	Hold	567	–	–	0.03%	174
2024 Q1	$241K	Hold	567	–	–	0.02%	174
2023 Q4	$250K	Buy	+567	New	+$224K	0.03%	160

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

First Nebraska Trust increased its S&P Global (SPGI) stake by 1% in Q2 2026, buying an estimated $4.22K and bringing the position to 996 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #172.

First Nebraska Trust first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $515K in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

First Nebraska Trust held 996 shares of S&P Global worth $406K as of Q2 2026.
First Nebraska Trust bought 10 S&P Global shares in Q2 2026, an estimated $4.22K.
S&P Global made up 0.03% of First Nebraska Trust's portfolio in Q2 2026, its #172 holding.
First Nebraska Trust first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
First Nebraska Trust's S&P Global position peaked at $515K in Q4 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on First Nebraska Trust's 13F filing for Q2 2026, filed 12 Aug 2026.