United Community Bank’s S&P Global SPGI Stock Holding History

United Community 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	$535K	Buy	1,258 +375	+42%	+$174K	0.18%	101
2025 Q4	$461K	Sell	883 -180	-17%	-$89.1K	0.17%	108
2025 Q3	$517K	Buy	1,063 +74	+7%	+$39.6K	0.16%	124
2025 Q2	$521K	Sell	989 -210	-18%	-$105K	0.18%	103
2025 Q1	$609K	Buy	1,199 +43	+4%	+$22K	0.23%	100
2024 Q4	$576K	Hold	1,156	–	–	0.22%	101
2024 Q3	$597K	Sell	1,156 -96	-8%	-$47.5K	0.23%	97
2024 Q2	$558K	Sell	1,252 -36	-3%	-$15.4K	0.23%	99
2024 Q1	$548K	Sell	1,288 -62	-5%	-$26.9K	0.21%	92
2023 Q4	$595K	Sell	1,350 -10	-0.7%	-$3.95K	0.25%	90
2023 Q3	$497K	Buy	1,360 +863	+174%	+$339K	0.24%	83
2023 Q2	$199K	Sell	497 -5	-1%	-$1.83K	0.17%	85
2023 Q1	$173K	Hold	502	–	–	0.16%	84
2022 Q4	$168K	Hold	502	–	–	0.16%	86
2022 Q3	$153K	Hold	502	–	–	0.16%	87
2022 Q2	$169K	Buy	502 +15	+3%	+$5.35K	0.18%	79
2022 Q1	$200K	Buy	487 +5	+1%	+$2.04K	0.2%	79
2021 Q4	$227K	Buy	+482	New	+$220K	0.23%	78

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

United Community Bank's SPGI Position: Q1 2026 in Review

United Community Bank increased its S&P Global (SPGI) stake by 42% in Q1 2026, buying an estimated $174K and bringing the position to 1,258 shares worth $535K. The position accounts for 0.18% of the portfolio, ranked #101.

United Community Bank first reported a position in SPGI in Q4 2021 and has held it in 18 quarters since. The position peaked at $609K in Q1 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

United Community Bank held 1,258 shares of S&P Global worth $535K as of Q1 2026.
United Community Bank bought 375 S&P Global shares in Q1 2026, an estimated $174K.
S&P Global made up 0.18% of United Community Bank's portfolio in Q1 2026, its #101 holding.
United Community Bank first reported a position in S&P Global in Q4 2021 and has held it in 18 quarters since.
United Community Bank's S&P Global position peaked at $609K in Q1 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.