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

First Western Trust Bank’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	$2.79M	Sell	6,844 -789	-10%	-$333K	0.14%	49
2026 Q1	$3.25M	Sell	7,633 -93	-1%	-$43.2K	0.16%	46
2025 Q4	$4.04M	Sell	7,726 -25	-0.3%	-$12.4K	0.2%	38
2025 Q3	$3.77M	Sell	7,751 -293	-4%	-$157K	0.17%	39
2025 Q2	$4.24M	Sell	8,044 -170	-2%	-$84.8K	0.19%	39
2025 Q1	$4.17M	Sell	8,214 -758	-8%	-$387K	0.2%	39
2024 Q4	$4.47M	Sell	8,972 -434	-5%	-$220K	0.21%	40
2024 Q3	$4.86M	Sell	9,406 -1,266	-12%	-$627K	0.22%	37
2024 Q2	$4.76M	Sell	10,672 -2,081	-16%	-$893K	0.23%	37
2024 Q1	$5.43M	Sell	12,753 -582	-4%	-$252K	0.25%	39
2023 Q4	$5.87M	Sell	13,335 -529	-4%	-$209K	0.29%	38
2023 Q3	$5.07M	Sell	13,864 -467	-3%	-$184K	0.27%	38
2023 Q2	$5.75M	Sell	14,331 -427	-3%	-$156K	0.28%	39
2023 Q1	$5.09M	Buy	14,758 +415	+3%	+$146K	0.27%	41
2022 Q4	$4.8M	Sell	14,343 -468	-3%	-$154K	0.28%	38
2022 Q3	$4.52M	Buy	14,811 +342	+2%	+$122K	0.3%	40
2022 Q2	$4.84M	Sell	14,469 -874	-6%	-$312K	0.32%	40
2022 Q1	$6.43M	Buy	+15,343	New	+$6.25M	0.33%	38

Other funds holding SPGI

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Western Trust Bank's SPGI Position: Q2 2026 in Review

First Western Trust Bank reduced its S&P Global (SPGI) stake by 10% in Q2 2026, selling an estimated $333K and leaving 6,844 shares worth $2.79M. The position accounts for 0.14% of the portfolio, ranked #49.

First Western Trust Bank first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.43M in Q1 2022. 780 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

First Western Trust Bank held 6,844 shares of S&P Global worth $2.79M as of Q2 2026.
First Western Trust Bank sold 789 S&P Global shares in Q2 2026, an estimated $333K.
S&P Global made up 0.14% of First Western Trust Bank's portfolio in Q2 2026, its #49 holding.
First Western Trust Bank first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's S&P Global position peaked at $6.43M in Q1 2022.
780 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.