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 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 $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 Nebraska Trust's SPGI Position: Q1 2026 in Review

First Nebraska Trust held its S&P Global (SPGI) position steady in Q1 2026 at 986 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #157.

First Nebraska Trust first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $515K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

First Nebraska Trust held 986 shares of S&P Global worth $419K as of Q1 2026.
First Nebraska Trust left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.04% of First Nebraska Trust's portfolio in Q1 2026, its #157 holding.
First Nebraska Trust first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
First Nebraska Trust's S&P Global position peaked at $515K in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.