Vest Financial
SPGI icon

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
Q3 		$47.8M Buy
121,160
+4,930
+4% +$2.09M 0.5% 87
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 1.01% 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

Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return

Vest Financial's SPGI Position: Q3 2026 in Review

Vest Financial increased its S&P Global (SPGI) stake by 4.2% in Q3 2026, buying an estimated $2.09M and bringing the position to 121,160 shares worth $47.8M. The position accounts for 0.5% of the portfolio, ranked #87.

Vest Financial first reported a position in SPGI in Q4 2020 and has held it in 24 quarters since. The position peaked at $62.2M in Q2 2025. 949 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Vest Financial held 121,160 shares of S&P Global worth $47.8M as of Q3 2026.
  • Vest Financial bought 4,930 S&P Global shares in Q3 2026, an estimated $2.09M.
  • S&P Global made up 0.5% of Vest Financial's portfolio in Q3 2026, its #87 holding.
  • Vest Financial first reported a position in S&P Global in Q4 2020 and has held it in 24 quarters since.
  • Vest Financial's S&P Global position peaked at $62.2M in Q2 2025.
  • 949 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.