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

Vest 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 		$47.3M Buy
116,230
+11,822
+11% +$4.99M 0.5% 91
2026
Q1 		$44.4M Sell
104,408
-4,610
-4% -$2.14M 0.53% 100
2025
Q4 		$57M Buy
109,018
+291
+0.3% +$144K 0.72% 40
2025
Q3 		$52.9M Sell
108,727
-9,252
-8% -$4.95M 0.69% 61
2025
Q2 		$62.2M Buy
117,979
+8,106
+7% +$4.05M 0.88% 22
2025
Q1 		$55.8M Sell
109,873
-7,024
-6% -$3.59M 0.87% 42
2024
Q4 		$58.2M Buy
116,897
+14,650
+14% +$7.43M 1.03% 14
2024
Q3 		$52.8M Sell
102,247
-5,344
-5% -$2.64M 1.02% 41
2024
Q2 		$48M Buy
107,591
+24,145
+29% +$10.4M 1.15% 13
2024
Q1 		$35.5M Buy
83,446
+6,584
+9% +$2.85M 0.94% 63
2023
Q4 		$33.9M Buy
76,862
+23,242
+43% +$9.17M 1.26% 10
2023
Q3 		$19.6M Buy
53,620
+19,467
+57% +$7.65M 1.07% 55
2023
Q2 		$13.6M Buy
34,153
+6,615
+24% +$2.42M 1.26% 12
2023
Q1 		$9.49M Sell
27,538
-2,887
-9% -$1.02M 1.29% 51
2022
Q4 		$10.2M Buy
30,425
+5,339
+21% +$1.76M 1.59% 17
2022
Q3 		$7.66M Buy
25,086
+226
+0.9% +$80.9K 1.45% 53
2022
Q2 		$8.52M Buy
24,860
+4,838
+24% +$1.72M 1.55% 34
2022
Q1 		$8.21M Buy
20,022
+4,927
+33% +$2.01M 1.49% 38
2021
Q4 		$7.12M Buy
15,095
+2,587
+21% +$1.18M 1.55% 35
2021
Q3 		$5.32M Buy
12,508
+2,160
+21% +$936K 1.62% 15
2021
Q2 		$4.25M Buy
10,348
+2,410
+30% +$926K 1.61% 12
2021
Q1 		$2.8M Buy
7,938
+1,541
+24% +$513K 1.61% 17
2020
Q4 		$2.1M Buy
+6,397
New +$2.16M 1.41% 58

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

Vest Financial's SPGI Position: Q2 2026 in Review

Vest Financial increased its S&P Global (SPGI) stake by 11% in Q2 2026, buying an estimated $4.99M and bringing the position to 116,230 shares worth $47.3M. The position accounts for 0.5% of the portfolio, ranked #91.

Vest Financial first reported a position in SPGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $62.2M in Q2 2025. 820 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Vest Financial held 116,230 shares of S&P Global worth $47.3M as of Q2 2026.
  • Vest Financial bought 11,822 S&P Global shares in Q2 2026, an estimated $4.99M.
  • S&P Global made up 0.5% of Vest Financial's portfolio in Q2 2026, its #91 holding.
  • Vest Financial first reported a position in S&P Global in Q4 2020 and has held it in 23 quarters since.
  • Vest Financial's S&P Global position peaked at $62.2M in Q2 2025.
  • 820 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.