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Trust Company of the South’s S&P Global SPGI Stock Holding History

Trust Company of the South’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 		– Sell
-518
Closed -$220K – 152
2026
Q1 		$220K Buy
518
+13
+3% +$6.04K 0.04% 136
2025
Q4 		$264K Buy
+505
New +$250K 0.04% 119

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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Trust Company of the South's SPGI Position: Q2 2026 in Review

Trust Company of the South sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 518 shares — an estimated $220K sold.

Trust Company of the South first reported a position in SPGI in Q4 2025 and held it in 2 quarters. The position peaked at $264K in Q4 2025. 967 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Trust Company of the South reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Trust Company of the South sold 518 S&P Global shares in Q2 2026, an estimated $220K.
  • Trust Company of the South first reported a position in S&P Global in Q4 2025 and held it in 2 quarters.
  • Trust Company of the South's S&P Global position peaked at $264K in Q4 2025.
  • 967 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.