Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$430,066
+$188,899 QoQ
Shares Held
1,116
+86.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,323
of 1,991 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026NICOLET BANKSHARES INC holds $2,345,218 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (18.3% of the industry book) .
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,066 | 1,056 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $241,167 | 567 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $258,682 | 495 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $240,921 | 495 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $261,008 | 495 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $251,509 | 495 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $246,524 | 495 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $234,028 | 453 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $202,037 | 453 | Shares | Sole | 2024-08-14 | |
| 2022-03-31 | $222,727 | 543 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||