Position in SPGI
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$206,715
-$3,057 QoQ
Shares Held
514
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Montecito Bank & Trust holds $341,501 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
754 | $341,501 |
All Filings in SPGI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,715 | 486 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $209,772 | 431 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $232,201 | 457 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $247,520 | 497 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $256,759 | 497 | Shares | Defined | 2024-10-31 | |
| 2024-03-31 | $211,874 | 498 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $219,378 | 498 | Shares | Sole | 2024-01-05 | |
| 2021-12-31 | $224,166 | 475 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $200,548 | 472 | Shares | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||