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Security National Bank of So Dak’s S&P Global SPGI Stock Holding History

Security National Bank of So Dak’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
-467
Closed -$244K – 124
2025
Q4 		$244K Sell
467
-7
-1% -$3.46K 0.12% 107
2025
Q3 		$231K Sell
474
-6
-1% -$3.21K 0.12% 104
2025
Q2 		$253K Sell
480
-7
-1% -$3.49K 0.14% 97
2025
Q1 		$247K Buy
487
+53
+12% +$27.1K 0.14% 101
2024
Q4 		$216K Hold
434
– – 0.12% 104
2024
Q3 		$224K Buy
+434
New +$215K 0.12% 97

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Security National Bank of So Dak's SPGI Position: Q1 2026 in Review

Security National Bank of So Dak sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 467 shares — an estimated $244K sold.

Security National Bank of So Dak first reported a position in SPGI in Q3 2024 and held it in 6 quarters. The position peaked at $253K in Q2 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Security National Bank of So Dak reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Security National Bank of So Dak sold 467 S&P Global shares in Q1 2026, an estimated $244K.
  • Security National Bank of So Dak first reported a position in S&P Global in Q3 2024 and held it in 6 quarters.
  • Security National Bank of So Dak's S&P Global position peaked at $253K in Q2 2025.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.