Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,839,523
-$380,196 QoQ
Shares Held
17,751
-1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
4.11%
of 13F equity value
Holder Rank
#554
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026PENINSULA ASSET MANAGEMENT INC holds $6,839,523 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
|
17,751 | $6,839,523 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,839,523 | 16,794 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,219,719 | 16,974 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,069,025 | 17,354 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,604,546 | 17,679 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $9,401,054 | 17,829 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $9,008,105 | 17,729 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $9,023,803 | 18,119 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $9,575,036 | 18,534 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $8,305,856 | 18,623 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $7,776,374 | 18,278 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $8,091,470 | 18,368 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $6,731,947 | 18,423 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,515,884 | 18,748 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $6,495,122 | 18,839 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $6,371,899 | 19,024 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $6,022,722 | 19,724 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,599,296 | 19,579 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $8,297,529 | 20,229 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $9,570,268 | 20,279 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $8,850,033 | 20,829 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,290,269 | 20,198 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,070,809 | 20,038 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,527,919 | 19,858 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,095,885 | 19,678 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,635,067 | 20,138 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,062,242 | 20,658 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||