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West Coast Financial’s S&P Global SPGI Stock Holding History

West Coast 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
2025
Q2 		– Sell
-16,860
Closed -$8.57M – 131
2025
Q1 		$8.57M Sell
16,860
-592
-3% -$302K 0.98% 28
2024
Q4 		$8.69M Buy
17,452
+90
+0.5% +$45.7K 0.96% 36
2024
Q3 		$8.97M Buy
17,362
+16
+0.1% +$7.92K 0.99% 32
2024
Q2 		$7.74M Sell
17,346
-81
-0.5% -$34.8K 0.92% 35
2024
Q1 		$7.41M Sell
17,427
-320
-2% -$139K 0.9% 39
2023
Q4 		$7.82M Buy
17,747
+1,423
+9% +$562K 1.03% 34
2023
Q3 		$5.96M Buy
16,324
+276
+2% +$109K 0.89% 43
2023
Q2 		$6.43M Sell
16,048
-319
-2% -$117K 0.91% 41
2023
Q1 		$5.64M Buy
16,367
+191
+1% +$67.2K 0.86% 46
2022
Q4 		$5.42M Buy
16,176
+577
+4% +$190K 0.92% 36
2022
Q3 		$4.76M Buy
15,599
+606
+4% +$217K 0.88% 39
2022
Q2 		$5.05M Buy
+14,993
New +$5.34M 0.9% 41

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

West Coast Financial's SPGI Position: Q2 2025 in Review

West Coast Financial sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 16,860 shares — an estimated $8.57M sold.

West Coast Financial first reported a position in SPGI in Q2 2022 and held it in 12 quarters. The position peaked at $8.97M in Q3 2024. 2,064 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • West Coast Financial reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 16,860 S&P Global shares in Q2 2025, an estimated $8.57M.
  • West Coast Financial first reported a position in S&P Global in Q2 2022 and held it in 12 quarters.
  • West Coast Financial's S&P Global position peaked at $8.97M in Q3 2024.
  • 2,064 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.