Simmons Bank’s S&P Global SPGI Stock Holding History

Simmons Bank’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	$367K	Buy	862 +197	+30%	+$91.5K	0.02%	279
2025 Q4	$348K	Sell	665 -11	-2%	-$5.44K	0.02%	281
2025 Q3	$329K	Buy	676 +6	+0.9%	+$3.21K	0.02%	284
2025 Q2	$353K	Sell	670 -33	-5%	-$16.5K	0.03%	268
2025 Q1	$357K	Hold	703	–	–	0.03%	267
2024 Q4	$350K	Buy	703 +1	+0.1%	+$507	0.03%	277
2024 Q3	$363K	Buy	702 +7	+1%	+$3.46K	0.03%	271
2024 Q2	$310K	Sell	695 -17	-2%	-$7.29K	0.02%	283
2024 Q1	$303K	Sell	712 -26	-4%	-$11.3K	0.02%	293
2023 Q4	$325K	Hold	738	–	–	0.03%	282
2023 Q3	$270K	Sell	738 -39	-5%	-$15.3K	0.02%	285
2023 Q2	$311K	Buy	777 +49	+7%	+$17.9K	0.03%	288
2023 Q1	$251K	Buy	+728	New	+$256K	0.02%	310

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Simmons Bank's SPGI Position: Q1 2026 in Review

Simmons Bank increased its S&P Global (SPGI) stake by 30% in Q1 2026, buying an estimated $91.5K and bringing the position to 862 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #279.

Simmons Bank first reported a position in SPGI in Q1 2023 and has held it in 13 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Simmons Bank held 862 shares of S&P Global worth $367K as of Q1 2026.
Simmons Bank bought 197 S&P Global shares in Q1 2026, an estimated $91.5K.
S&P Global made up 0.02% of Simmons Bank's portfolio in Q1 2026, its #279 holding.
Simmons Bank first reported a position in S&P Global in Q1 2023 and has held it in 13 quarters since.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.