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

Sanibel Captiva 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 Q2	$2.23M	Buy	5,481 +188	+4%	+$79.4K	0.06%	186
2026 Q1	$2.25M	Sell	5,293 -1,147	-18%	-$533K	0.06%	179
2025 Q4	$3.37M	Buy	6,440 +1,095	+20%	+$542K	0.09%	151
2025 Q3	$2.6M	Sell	5,345 -513	-9%	-$275K	0.07%	162
2025 Q2	$3.09M	Buy	5,858 +220	+4%	+$110K	0.1%	147
2025 Q1	$2.86M	Buy	5,638 +231	+4%	+$118K	0.09%	145
2024 Q4	$2.69M	Sell	5,407 -3	-0.1%	-$1.52K	0.09%	145
2024 Q3	$2.79M	Sell	5,410 -14	-0.3%	-$6.93K	0.09%	141
2024 Q2	$2.42M	Buy	5,424 +49	+0.9%	+$21K	0.08%	147
2024 Q1	$2.29M	Buy	5,375 +52	+1%	+$22.5K	0.08%	143
2023 Q4	$2.34M	Buy	+5,323	New	+$2.1M	0.09%	137

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sanibel Captiva Trust Company's SPGI Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its S&P Global (SPGI) stake by 3.6% in Q2 2026, buying an estimated $79.4K and bringing the position to 5,481 shares worth $2.23M. The position accounts for 0.06% of the portfolio, ranked #186.

Sanibel Captiva Trust Company first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.37M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Sanibel Captiva Trust Company held 5,481 shares of S&P Global worth $2.23M as of Q2 2026.
Sanibel Captiva Trust Company bought 188 S&P Global shares in Q2 2026, an estimated $79.4K.
S&P Global made up 0.06% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #186 holding.
Sanibel Captiva Trust Company first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's S&P Global position peaked at $3.37M in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.