Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$727,772
-$19,550 QoQ
Shares Held
1,889
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,131
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026DAVIDSON TRUST CO holds $1,471,013 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,641 | $743,241 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,889 | $727,772 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,772 | 1,787 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $747,322 | 1,757 | Shares | Defined | 2026-04-20 | |
| 2025-12-31 | $902,511 | 1,727 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $828,866 | 1,703 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $902,719 | 1,712 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $885,109 | 1,742 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,106,124 | 2,221 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,079,218 | 2,089 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $838,032 | 1,879 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $709,649 | 1,668 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $761,658 | 1,729 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $642,755 | 1,759 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $715,187 | 1,784 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $517,844 | 1,502 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $496,715 | 1,483 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $483,368 | 1,583 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $542,329 | 1,609 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $686,640 | 1,674 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $815,966 | 1,729 | Shares | Defined | 2022-01-28 | |
| 2021-09-30 | $754,179 | 1,775 | Shares | Defined | 2021-11-03 | |
| 2021-06-30 | $805,712 | 1,963 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $725,146 | 2,055 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $730,108 | 2,221 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $768,438 | 2,131 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $690,260 | 2,095 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $565,085 | 2,306 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||