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 Q3	$213K	Buy	540 +7	+1%	+$2.96K	0.02%	477
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 $45.5B AUM 15.2% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

FAS

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Moody National Bank Trust Division's SPGI Position: Q3 2026 in Review

Moody National Bank Trust Division increased its S&P Global (SPGI) stake by 1.3% in Q3 2026, buying an estimated $2.96K and bringing the position to 540 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #477.

Moody National Bank Trust Division first reported a position in SPGI in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.46M in Q2 2023. 269 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Moody National Bank Trust Division held 540 shares of S&P Global worth $213K as of Q3 2026.
Moody National Bank Trust Division bought 7 S&P Global shares in Q3 2026, an estimated $2.96K.
S&P Global made up 0.02% of Moody National Bank Trust Division's portfolio in Q3 2026, its #477 holding.
Moody National Bank Trust Division first reported a position in S&P Global in Q4 2018 and has held it in 17 quarters since.
Moody National Bank Trust Division's S&P Global position peaked at $1.46M in Q2 2023.
269 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.