Truist Financial
SPGI icon

Truist Financial’s S&P Global SPGI Stock Holding History

Truist Financial’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 		$33.6M Sell
82,621
-595
-0.7% -$251K 0.04% 328
2026
Q1 		$35.4M Sell
83,216
-970
-1% -$450K 0.05% 300
2025
Q4 		$44M Sell
84,186
-3,946
-4% -$1.95M 0.06% 256
2025
Q3 		$42.9M Buy
88,132
+4,264
+5% +$2.28M 0.06% 265
2025
Q2 		$44.2M Sell
83,868
-5,547
-6% -$2.77M 0.06% 258
2025
Q1 		$45.4M Sell
89,415
-3,427
-4% -$1.75M 0.07% 236
2024
Q4 		$46.2M Sell
92,842
-2,314
-2% -$1.17M 0.07% 238
2024
Q3 		$49.2M Sell
95,156
-67,198
-41% -$33.3M 0.08% 232
2024
Q2 		$72.4M Sell
162,354
-9,520
-6% -$4.08M 0.11% 182
2024
Q1 		$73.1M Sell
171,874
-7,665
-4% -$3.32M 0.11% 179
2023
Q4 		$79.1M Sell
179,539
-34,361
-16% -$13.6M 0.13% 159
2023
Q3 		$78.2M Buy
213,900
+7,048
+3% +$2.77M 0.13% 161
2023
Q2 		$82.9M Sell
206,852
-8,993
-4% -$3.29M 0.14% 147
2023
Q1 		$74.4M Sell
215,845
-29,808
-12% -$10.5M 0.13% 165
2022
Q4 		$82.3M Sell
245,653
-16,177
-6% -$5.33M 0.14% 147
2022
Q3 		$80M Sell
261,830
-39,991
-13% -$14.3M 0.15% 138
2022
Q2 		$102M Sell
301,821
-17,725
-6% -$6.32M 0.19% 123
2022
Q1 		$131M Buy
319,546
+73,148
+30% +$29.8M 0.21% 117
2021
Q4 		$116M Sell
246,398
-5,032
-2% -$2.3M 0.18% 129
2021
Q3 		$107M Buy
251,430
+3,947
+2% +$1.71M 0.18% 136
2021
Q2 		$102M Buy
247,483
+13,488
+6% +$5.18M 0.17% 138
2021
Q1 		$82.6M Buy
233,995
+127,720
+120% +$42.5M 0.14% 158
2020
Q4 		$34.9M Buy
106,275
+13,870
+15% +$4.68M 0.07% 266
2020
Q3 		$33.3M Buy
92,405
+15,392
+20% +$5.43M 0.07% 250
2020
Q2 		$25.4M Buy
77,013
+8,344
+12% +$2.51M 0.06% 298
2020
Q1 		$16.8M Buy
68,669
+13,611
+25% +$3.73M 0.04% 387
2019
Q4 		$15M Buy
55,058
+49,538
+897% +$12.9M 0.03% 478
2019
Q3 		$1.35M Buy
5,520
+135
+3% +$33.7K 0.02% 405
2019
Q2 		$1.23M Buy
5,385
+82
+2% +$17.9K 0.02% 426
2019
Q1 		$1.12M Sell
5,303
-44
-0.8% -$8.52K 0.02% 442
2018
Q4 		$909K Sell
5,347
-741
-12% -$133K 0.02% 461
2018
Q3 		$1.19M Buy
6,088
+1,335
+28% +$276K 0.02% 444
2018
Q2 		$969K Buy
4,753
+1,172
+33% +$232K 0.02% 480
2018
Q1 		$684K Buy
3,581
+552
+18% +$102K 0.01% 525
2017
Q4 		$513K Buy
3,029
+224
+8% +$36.6K 0.01% 583
2017
Q3 		$439K Buy
2,805
+526
+23% +$80K 0.01% 598
2017
Q2 		$333K Sell
2,279
-284
-11% -$39.4K 0.01% 643
2017
Q1 		$336K Sell
2,563
-476
-16% -$59.2K 0.01% 648
2016
Q4 		$326K Sell
3,039
-50
-2% -$5.97K 0.01% 677
2016
Q3 		$391K Buy
3,089
+735
+31% +$88.3K 0.01% 633
2016
Q2 		$253K Buy
+2,354
New +$253K 0.01% 740

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Truist Financial's SPGI Position: Q2 2026 in Review

Truist Financial reduced its S&P Global (SPGI) stake by 0.72% in Q2 2026, selling an estimated $251K and leaving 82,621 shares worth $33.6M. The position accounts for 0.04% of the portfolio, ranked #328.

Truist Financial first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $131M in Q1 2022. 747 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Truist Financial held 82,621 shares of S&P Global worth $33.6M as of Q2 2026.
  • Truist Financial sold 595 S&P Global shares in Q2 2026, an estimated $251K.
  • S&P Global made up 0.04% of Truist Financial's portfolio in Q2 2026, its #328 holding.
  • Truist Financial first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
  • Truist Financial's S&P Global position peaked at $131M in Q1 2022.
  • 747 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.