Position in SPGI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$266,262
-$4,439 QoQ
Shares Held
662
+20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
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, 2026AMG National Trust Bank holds $7,132,570 across 2 Financial Data & Stock Exchanges names.
All Filings in SPGI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,262 | 626 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $270,701 | 518 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $278,884 | 573 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $302,137 | 573 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $296,222 | 583 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $317,245 | 637 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $290,857 | 563 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $291,683 | 654 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $265,480 | 624 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $297,350 | 675 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $301,463 | 825 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $374,030 | 933 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $290,296 | 842 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $355,371 | 1,061 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $271,456 | 889 | Shares | Sole | 2022-11-04 | |
| 2022-03-31 | $308,455 | 752 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $298,259 | 632 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $280,002 | 659 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $265,971 | 648 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $235,011 | 666 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $213,017 | 648 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $201,935 | 560 | Shares | Sole | 2020-10-22 | |
| No filing history on record for this holder in this stock. | ||||||