Orrstown Financial Services
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Orrstown Financial Services’s S&P Global SPGI Stock Holding History

Orrstown Financial Services’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 		$715K Buy
1,812
+24
+1% +$10.2K 0.11% 79
2026
Q2 		$728K Sell
1,788
-74
-4% -$31.2K 0.11% 82
2026
Q1 		$792K Sell
1,862
-132
-7% -$61.3K 0.13% 71
2025
Q4 		$1.04M Buy
1,994
+28
+1% +$13.9K 0.17% 61
2025
Q3 		$957K Buy
1,966
+372
+23% +$199K 0.16% 65
2025
Q2 		$840K Buy
1,594
+163
+11% +$81.3K 0.18% 69
2025
Q1 		$727K Buy
1,431
+122
+9% +$62.3K 0.17% 72
2024
Q4 		$652K Hold
1,309
– – 0.17% 74
2024
Q3 		$676K Buy
1,309
+67
+5% +$33.2K 0.2% 72
2024
Q2 		$554K Sell
1,242
-70
-5% -$30K 0.29% 48
2024
Q1 		$558K Buy
1,312
+270
+26% +$117K 0.31% 47
2023
Q4 		$459K Buy
+1,042
New +$411K 0.37% 47
2022
Q1 		$677K Sell
1,651
-252
-13% -$103K 1.26% 30
2021
Q4 		$852K Sell
1,903
-55
-3% -$25.2K 1.3% 28
2021
Q3 		$832K Sell
1,958
-153
-7% -$66.3K 1.32% 29
2021
Q2 		$870K Buy
2,111
+16
+0.8% +$6.15K 1.26% 34
2021
Q1 		$760K Buy
2,095
+263
+14% +$87.5K 1.07% 46
2020
Q4 		$602K Buy
+1,832
New +$618K 0.89% 54

Other funds holding SPGI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Orrstown Financial Services's SPGI Position: Q3 2026 in Review

Orrstown Financial Services increased its S&P Global (SPGI) stake by 1.3% in Q3 2026, buying an estimated $10.2K and bringing the position to 1,812 shares worth $715K. The position accounts for 0.11% of the portfolio, ranked #79.

Orrstown Financial Services first reported a position in SPGI in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.04M in Q4 2025. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Orrstown Financial Services held 1,812 shares of S&P Global worth $715K as of Q3 2026.
  • Orrstown Financial Services bought 24 S&P Global shares in Q3 2026, an estimated $10.2K.
  • S&P Global made up 0.11% of Orrstown Financial Services's portfolio in Q3 2026, its #79 holding.
  • Orrstown Financial Services first reported a position in S&P Global in Q4 2020 and has held it in 18 quarters since.
  • Orrstown Financial Services's S&P Global position peaked at $1.04M in Q4 2025.
  • 1,556 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Orrstown Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.