Riverview Trust Company’s S&P Global SPGI Stock Holding History

Riverview Trust Company’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	–	Sell	-10	Closed	-$5.23K	–	218
2025 Q4	$5.23K	Buy	+10	New	+$4.95K	0.01%	199
2025 Q2	–	Sell	-105	Closed	-$53.4K	–	533
2025 Q1	$53.4K	Sell	105 -6	-5%	-$3.07K	0.05%	216
2024 Q4	$55.3K	Hold	111	–	–	0.05%	210
2024 Q3	$57.3K	Buy	111 +6	+6%	+$2.97K	0.05%	219
2024 Q2	$46.8K	Hold	105	–	–	0.04%	236
2024 Q1	$44.7K	Buy	+105	New	+$45.5K	0.03%	258
2023 Q4	–	Sell	-105	Closed	-$38.4K	–	559
2023 Q3	$38.4K	Hold	105	–	–	0.03%	275
2023 Q2	$42.1K	Buy	105 +65	+163%	+$23.8K	0.04%	226
2023 Q1	$13.8K	Buy	40 +2	+5%	+$704	0.01%	546
2022 Q4	$13K	Sell	38 -299	-89%	-$98.6K	0.01%	593
2022 Q3	$103K	Buy	337 +171	+103%	+$61.2K	0.1%	133
2022 Q2	$56K	Buy	+166	New	+$59.2K	0.05%	199

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Riverview Trust Company's SPGI Position: Q1 2026 in Review

Riverview Trust Company sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 10 shares — an estimated $5.23K sold.

Riverview Trust Company first reported a position in SPGI in Q2 2022 and held it in 12 quarters. The position peaked at $103K in Q3 2022. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Riverview Trust Company reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Riverview Trust Company sold 10 S&P Global shares in Q1 2026, an estimated $5.23K.
Riverview Trust Company first reported a position in S&P Global in Q2 2022 and held it in 12 quarters.
Riverview Trust Company's S&P Global position peaked at $103K in Q3 2022.
2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.