Morton Community Bank’s S&P Global SPGI Stock Holding History

Morton Community 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 Q1	$3.61M	Buy	8,489 +505	+6%	+$234K	0.78%	67
2025 Q4	$4.21M	Buy	7,984 +75	+0.9%	+$37.1K	0.91%	53
2025 Q3	$3.85M	Buy	7,909 +285	+4%	+$153K	0.89%	48
2025 Q2	$4.02M	Buy	7,624 +215	+3%	+$107K	1%	41
2025 Q1	$3.76M	Buy	7,409 +65	+0.9%	+$33.2K	0.99%	44
2024 Q4	$3.66M	Buy	7,344 +40	+0.5%	+$20.3K	0.97%	44
2024 Q3	$3.77M	Sell	7,304 -200	-3%	-$99K	0.99%	45
2024 Q2	$3.35M	Buy	7,504 +405	+6%	+$174K	0.95%	47
2024 Q1	$3.02M	Buy	7,099 +335	+5%	+$145K	0.87%	61
2023 Q4	$2.98M	Buy	+6,764	New	+$2.67M	0.97%	36

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

Morton Community Bank's SPGI Position: Q1 2026 in Review

Morton Community Bank increased its S&P Global (SPGI) stake by 6.3% in Q1 2026, buying an estimated $234K and bringing the position to 8,489 shares worth $3.61M. The position accounts for 0.78% of the portfolio, ranked #67.

Morton Community Bank first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.21M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Morton Community Bank held 8,489 shares of S&P Global worth $3.61M as of Q1 2026.
Morton Community Bank bought 505 S&P Global shares in Q1 2026, an estimated $234K.
S&P Global made up 0.78% of Morton Community Bank's portfolio in Q1 2026, its #67 holding.
Morton Community Bank first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's S&P Global position peaked at $4.21M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.