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

First United Bank & 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
2025 Q2	–	Sell	-15	Closed	-$7.62K	–	404
2025 Q1	$7.62K	Buy	+15	New	+$7.66K	﹤0.01%	325

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

First United Bank & Trust's SPGI Position: Q2 2025 in Review

First United Bank & Trust sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 15 shares — an estimated $7.62K sold.

First United Bank & Trust first reported a position in SPGI in Q1 2025 and held it in 1 quarter. The position peaked at $7.62K in Q1 2025. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

First United Bank & Trust reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
First United Bank & Trust sold 15 S&P Global shares in Q2 2025, an estimated $7.62K.
First United Bank & Trust first reported a position in S&P Global in Q1 2025 and held it in 1 quarter.
First United Bank & Trust's S&P Global position peaked at $7.62K in Q1 2025.
2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on First United Bank & Trust's 13F filing for Q2 2025, filed 18 Jul 2025.