Moody National Bank Trust Division’s S&P Global SPGI Stock Holding History

Moody National Bank Trust Division’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	$217K	Sell	533 -111	-17%	-$46.9K	0.02%	478
2026 Q1	$274K	Buy	644 +200	+45%	+$92.9K	0.03%	433
2025 Q4	$232K	Hold	444	–	–	0.02%	462
2025 Q3	$216K	Hold	444	–	–	0.02%	468
2025 Q2	$234K	Hold	444	–	–	0.02%	445
2025 Q1	$226K	Hold	444	–	–	0.02%	449
2024 Q4	$221K	Sell	444 -1	-0.2%	-$507	0.02%	455
2024 Q3	$230K	Buy	+445	New	+$220K	0.02%	433
2023 Q4	–	Sell	-3,536	Closed	-$1.29M	–	628
2023 Q3	$1.29M	Sell	3,536 -117	-3%	-$46K	0.08%	182
2023 Q2	$1.46M	Hold	3,653	–	–	0.1%	149
2023 Q1	$1.26M	Hold	3,653	–	–	0.11%	166
2022 Q4	$1.22M	Hold	3,653	–	–	0.11%	159
2022 Q3	$1.11M	Sell	3,653 -101	-3%	-$36.1K	0.12%	163
2022 Q2	$1.26M	Buy	+3,754	New	+$1.34M	0.13%	137
2019 Q2	–	Sell	-173	Closed	-$36K	–	884
2019 Q1	$36K	Hold	173	–	–	﹤0.01%	454
2018 Q4	$29K	Buy	+173	New	+$31K	﹤0.01%	440

Other funds holding SPGI

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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Moody National Bank Trust Division's SPGI Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its S&P Global (SPGI) stake by 17% in Q2 2026, selling an estimated $46.9K and leaving 533 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #478.

Moody National Bank Trust Division first reported a position in SPGI in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.46M in Q2 2023. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Moody National Bank Trust Division held 533 shares of S&P Global worth $217K as of Q2 2026.
Moody National Bank Trust Division sold 111 S&P Global shares in Q2 2026, an estimated $46.9K.
S&P Global made up 0.02% of Moody National Bank Trust Division's portfolio in Q2 2026, its #478 holding.
Moody National Bank Trust Division first reported a position in S&P Global in Q4 2018 and has held it in 16 quarters since.
Moody National Bank Trust Division's S&P Global position peaked at $1.46M in Q2 2023.
549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.