OFS
SPGI icon

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
Q2 		$728K Sell
1,788
-74
-4% -$31.3K 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 		$841K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Orrstown Financial Services's SPGI Position: Q2 2026 in Review

Orrstown Financial Services reduced its S&P Global (SPGI) stake by 4% in Q2 2026, selling an estimated $31.3K and leaving 1,788 shares worth $728K. The position accounts for 0.11% of the portfolio, ranked #82.

Orrstown Financial Services first reported a position in SPGI in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.04M in Q4 2025. 430 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Orrstown Financial Services held 1,788 shares of S&P Global worth $728K as of Q2 2026.
  • Orrstown Financial Services sold 74 S&P Global shares in Q2 2026, an estimated $31.3K.
  • S&P Global made up 0.11% of Orrstown Financial Services's portfolio in Q2 2026, its #82 holding.
  • Orrstown Financial Services first reported a position in S&P Global in Q4 2020 and has held it in 17 quarters since.
  • Orrstown Financial Services's S&P Global position peaked at $1.04M in Q4 2025.
  • 430 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.