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WhitTier Trust Company’s S&P Global SPGI Stock Holding History

WhitTier Trust Company’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 		$12.1M Sell
27,390
-224
-0.8% -$94.6K 0.23% 94
2026
Q1 		$12M Buy
27,614
+864
+3% +$401K 0.25% 90
2025
Q4 		$14.4M Sell
26,750
-433
-2% -$214K 0.3% 71
2025
Q3 		$13M Buy
27,183
+823
+3% +$441K 0.28% 77
2025
Q2 		$13.9M Buy
26,360
+795
+3% +$397K 0.32% 70
2025
Q1 		$13M Buy
25,565
+777
+3% +$397K 0.33% 71
2024
Q4 		$12.3M Buy
24,788
+1,174
+5% +$596K 0.3% 73
2024
Q3 		$12.2M Buy
23,614
+428
+2% +$212K 0.32% 75
2024
Q2 		$10.3M Buy
23,186
+302
+1% +$130K 0.29% 76
2024
Q1 		$9.74M Buy
22,884
+433
+2% +$188K 0.28% 87
2023
Q4 		$9.89M Sell
22,451
-13
-0.1% -$5.13K 0.32% 76
2023
Q3 		$8.21M Buy
22,464
+176
+0.8% +$69.2K 0.29% 83
2023
Q2 		$8.93M Buy
22,288
+196
+0.9% +$71.6K 0.3% 79
2023
Q1 		$7.62M Buy
22,092
+840
+4% +$296K 0.28% 84
2022
Q4 		$7.12M Buy
21,252
+3,370
+19% +$1.11M 0.28% 82
2022
Q3 		$5.46M Buy
17,882
+759
+4% +$272K 0.23% 100
2022
Q2 		$5.77M Buy
17,123
+1,190
+7% +$424K 0.24% 102
2022
Q1 		$6.54M Buy
15,933
+1,493
+10% +$608K 0.24% 103
2021
Q4 		$6.81M Buy
14,440
+966
+7% +$442K 0.25% 95
2021
Q3 		$5.72M Buy
13,474
+570
+4% +$247K 0.23% 103
2021
Q2 		$5.3M Buy
12,904
+194
+2% +$74.6K 0.22% 106
2021
Q1 		$4.48M Buy
12,710
+1,449
+13% +$482K 0.2% 113
2020
Q4 		$3.7M Buy
11,261
+685
+6% +$231K 0.19% 120
2020
Q3 		$3.81M Buy
10,576
+1,458
+16% +$514K 0.22% 103
2020
Q2 		$3M Buy
9,118
+7,310
+404% +$2.2M 0.19% 116
2020
Q1 		$443K Buy
1,808
+1,647
+1,023% +$452K 0.03% 281
2019
Q4 		$44K Buy
161
+47
+41% +$12.2K ﹤0.01% 620
2019
Q3 		$28K Hold
114
– – ﹤0.01% 689
2019
Q2 		$26K Hold
114
– – ﹤0.01% 698
2019
Q1 		$24K Buy
114
+51
+81% +$9.88K ﹤0.01% 706
2018
Q4 		$11K Sell
63
-1,025
-94% -$184K ﹤0.01% 825
2018
Q3 		$213K Sell
1,088
-170
-14% -$35.1K 0.02% 391
2018
Q2 		$256K Hold
1,258
– – 0.02% 361
2018
Q1 		$240K Buy
1,258
+1,200
+2,069% +$221K 0.02% 356
2017
Q4 		$10K Hold
58
– – ﹤0.01% 796
2017
Q3 		$9K Hold
58
– – ﹤0.01% 802
2017
Q2 		$8K Hold
58
– – ﹤0.01% 785
2017
Q1 		$8K Hold
58
– – ﹤0.01% 792
2016
Q4 		$6K Hold
58
– – ﹤0.01% 836
2016
Q3 		$7K Hold
58
– – ﹤0.01% 801
2016
Q2 		$6K Buy
+58
New +$6.22K ﹤0.01% 820

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

WhitTier Trust Company's SPGI Position: Q2 2026 in Review

WhitTier Trust Company reduced its S&P Global (SPGI) stake by 0.81% in Q2 2026, selling an estimated $94.6K and leaving 27,390 shares worth $12.1M. The position accounts for 0.23% of the portfolio, ranked #94.

WhitTier Trust Company first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $14.4M in Q4 2025. 820 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • WhitTier Trust Company held 27,390 shares of S&P Global worth $12.1M as of Q2 2026.
  • WhitTier Trust Company sold 224 S&P Global shares in Q2 2026, an estimated $94.6K.
  • S&P Global made up 0.23% of WhitTier Trust Company's portfolio in Q2 2026, its #94 holding.
  • WhitTier Trust Company first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
  • WhitTier Trust Company's S&P Global position peaked at $14.4M in Q4 2025.
  • 820 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.