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Trust Point Inc’s S&P Global SPGI Stock Holding History

Trust Point Inc’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 		$598K Sell
1,469
-7
-0.5% -$2.96K 0.05% 196
2026
Q1 		$628K Sell
1,476
-114
-7% -$52.9K 0.05% 197
2025
Q4 		$831K Sell
1,590
-143
-8% -$70.8K 0.07% 147
2025
Q3 		$843K Sell
1,733
-85
-5% -$45.5K 0.07% 143
2025
Q2 		$959K Buy
1,818
+448
+33% +$224K 0.09% 110
2025
Q1 		$696K Sell
1,370
-96
-7% -$49.1K 0.06% 169
2024
Q4 		$730K Buy
1,466
+62
+4% +$31.5K 0.05% 214
2024
Q3 		$725K Buy
1,404
+20
+1% +$9.9K 0.05% 212
2024
Q2 		$617K Sell
1,384
-112
-7% -$48K 0.05% 231
2024
Q1 		$636K Buy
1,496
+185
+14% +$80.2K 0.05% 240
2023
Q4 		$578K Buy
+1,311
New +$517K 0.05% 242

Other funds holding SPGI

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Trust Point Inc's SPGI Position: Q2 2026 in Review

Trust Point Inc reduced its S&P Global (SPGI) stake by 0.47% in Q2 2026, selling an estimated $2.96K and leaving 1,469 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #196.

Trust Point Inc first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $959K in Q2 2025. 433 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Trust Point Inc held 1,469 shares of S&P Global worth $598K as of Q2 2026.
  • Trust Point Inc sold 7 S&P Global shares in Q2 2026, an estimated $2.96K.
  • S&P Global made up 0.05% of Trust Point Inc's portfolio in Q2 2026, its #196 holding.
  • Trust Point Inc first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's S&P Global position peaked at $959K in Q2 2025.
  • 433 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.