Position in SPGI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,520,178
-$957,774 QoQ
Shares Held
11,732
-13.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#664
of 1,991 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026First National Trust Co holds $9,925,942 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (45.5% of the industry book) .
All Filings in SPGI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,520,178 | 11,099 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,477,952 | 12,879 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,982,324 | 13,361 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,510,719 | 13,377 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $7,415,806 | 14,064 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,217,559 | 14,205 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $7,021,724 | 14,099 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,126,256 | 13,794 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,210,994 | 13,926 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,209,017 | 14,594 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $6,699,427 | 15,208 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,233,163 | 17,058 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,003,146 | 17,469 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $9,791,124 | 28,399 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $9,421,528 | 28,129 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $8,267,044 | 27,074 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $8,109,662 | 24,060 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,404,045 | 3,423 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,246,838 | 2,642 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $984,044 | 2,316 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $881,235 | 2,147 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $656,338 | 1,860 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $668,308 | 2,033 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $474,188 | 1,315 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $262,595 | 797 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||