VeraBank’s S&P Global SPGI Stock Holding History

VeraBank’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	$254K	Hold	597	–	–	0.05%	161
2025 Q4	$312K	Hold	597	–	–	0.06%	149
2025 Q3	$291K	Sell	597 -25	-4%	-$13.4K	0.05%	155
2025 Q2	$328K	Sell	622 -16	-3%	-$7.99K	0.07%	148
2025 Q1	$324K	Hold	638	–	–	0.09%	115
2024 Q4	$318K	Buy	638 +12	+2%	+$6.09K	0.09%	115
2024 Q3	$323K	Hold	626	–	–	0.09%	118
2024 Q2	$279K	Hold	626	–	–	0.09%	121
2024 Q1	$266K	Hold	626	–	–	0.08%	130
2023 Q4	$276K	Hold	626	–	–	0.09%	120
2023 Q3	$229K	Hold	626	–	–	0.09%	126
2023 Q2	$251K	Hold	626	–	–	0.1%	117
2023 Q1	$216K	Hold	626	–	–	0.1%	127
2022 Q4	$210K	Buy	+626	New	+$206K	0.1%	126
2022 Q3	–	Sell	-626	Closed	-$211K	–	125
2022 Q2	$211K	Buy	626 +5	+0.8%	+$1.78K	0.12%	123
2022 Q1	$255K	Hold	621	–	–	0.13%	112
2021 Q4	$293K	Buy	621 +16	+3%	+$7.32K	0.15%	110
2021 Q3	$257K	Hold	605	–	–	0.15%	114
2021 Q2	$248K	Buy	605 +27	+5%	+$10.4K	0.15%	106
2021 Q1	$204K	Buy	+578	New	+$192K	0.13%	111
2020 Q4	–	Sell	-578	Closed	-$208K	–	109
2020 Q3	$208K	Buy	+578	New	+$204K	0.16%	100

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

VeraBank's SPGI Position: Q1 2026 in Review

VeraBank held its S&P Global (SPGI) position steady in Q1 2026 at 597 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #161.

VeraBank first reported a position in SPGI in Q3 2020 and has held it in 21 quarters since. The position peaked at $328K in Q2 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

VeraBank held 597 shares of S&P Global worth $254K as of Q1 2026.
VeraBank left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.05% of VeraBank's portfolio in Q1 2026, its #161 holding.
VeraBank first reported a position in S&P Global in Q3 2020 and has held it in 21 quarters since.
VeraBank's S&P Global position peaked at $328K in Q2 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on VeraBank's 13F filing for Q1 2026, filed 12 May 2026.