BAR HARBOR WEALTH MANAGEMENT

Position in SPGI — S&P Global Inc.

CIK 1035463 CONCORD, NH

Position in SPGI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$653,465

-$87,477 QoQ

Shares Held

1,793

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,168

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BAR HARBOR WEALTH MANAGEMENT holds $4,117,554 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	24,404	$3,004,376
2	SPGI	S&P Global Inc. This page	1,793	$653,465
3	MCO	Moodys Corp /De/	1,015	$459,713

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$653,465	1,696	-2.6%	Shares	Defined	2026-07-15
2026-03-31	$740,942	1,742	0.0%	Shares	Defined	2026-04-17
2025-12-31	$910,351	1,742	-0.8%	Shares	Defined	2026-01-22
2025-09-30	$854,662	1,756	0.0%	Shares	Defined	2025-10-15
2025-06-30	$925,921	1,756	-2.6%	Shares	Defined	2025-07-23
2025-03-31	$915,596	1,802	-0.5%	Shares	Defined	2025-04-16
2024-12-31	$901,932	1,811	-21.6%	Shares	Defined	2025-01-13
2024-09-30	$1,193,908	2,311	-0.2%	Shares	Defined	2024-10-16
2024-06-30	$1,032,935	2,316	-0.4%	Shares	Defined	2024-07-17
2024-03-31	$989,596	2,326	-0.4%	Shares	Defined	2024-04-24
2023-12-31	$1,029,054	2,336	+24.7%	Shares	Defined	2024-01-17
2023-09-30	$684,412	1,873	-1.0%	Shares	Defined	2023-11-28
2023-06-30	$758,483	1,892	0.0%	Shares	Defined	2023-08-09
2023-03-31	$652,304	1,892	0.0%	Shares	Defined	2023-04-24
2022-12-31	$633,706	1,892	0.0%	Shares	Defined	2023-06-09
2022-09-30	$577,722	1,892	-0.5%	Shares	Defined	2022-10-24
2022-06-30	$641,088	1,902	+269.3%	Shares	Defined	2022-08-12
2022-03-31	$211,242	515	-20.5%	Shares	Defined	2022-04-14
2021-12-31	$305,810	648	0.0%	Shares	Defined	2022-01-28
2021-09-30	$275,328	648	-41.0%	Shares	Defined	2021-11-15
2021-06-30	$450,674	1,098	0.0%	Shares	Defined	2021-08-11
2021-03-31	$387,451	1,098	-52.2%	Shares	Defined	2021-05-06
2020-12-31	$755,421	2,298	-36.1%	Shares	Defined	2021-02-09
2020-09-30	$1,297,438	3,598	0.0%	Shares	Defined	2020-11-02
2020-06-30	$1,185,469	3,598	-2.6%	Shares	Defined	2020-08-04
2020-03-31	$904,969	3,693	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.