Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$233,359
-$10,360 QoQ
Shares Held
606
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,587
of 1,991 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $233,359 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
606 | $233,359 |
All Filings in SPGI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,359 | 573 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $243,719 | 573 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $299,444 | 573 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $278,884 | 573 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $302,137 | 573 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $304,860 | 600 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $278,896 | 560 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $352,851 | 683 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $304,617 | 683 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $311,854 | 733 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $318,936 | 724 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $319,368 | 874 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $350,377 | 874 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $353,044 | 1,024 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $342,978 | 1,024 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $312,678 | 1,024 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $345,149 | 1,024 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $502,060 | 1,224 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $576,698 | 1,222 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $519,215 | 1,222 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $499,928 | 1,218 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $817,952 | 2,318 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $761,996 | 2,318 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $439,210 | 1,218 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||