First National Bank of Mount Dora, Trust Investment Services
BankPosition in SPGI — S&P Global Inc.
CIK 1423045
Mount Dora, FL
Position in SPGI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,775,382
-$540,091 QoQ
Shares Held
13,100
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#649
of 1,991 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 98%
Shared 1%
None 1%
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 Bank of Mount Dora, Trust Investment Services holds $8,105,137 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
13,100 | $4,775,382 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
27,047 | $3,329,755 |
All Filings in SPGI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,775,382 | 12,394 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,315,473 | 12,497 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $7,731,718 | 14,795 | Shares | Sole | 2026-06-08 | |
| 2025-09-30 | $7,084,063 | 14,555 | Shares | Sole | 2026-06-08 | |
| 2025-06-30 | $4,265,776 | 8,090 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,168,451 | 8,204 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $6,451,977 | 12,955 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,772,888 | 13,110 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,950,530 | 13,342 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $5,814,199 | 13,666 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $7,402,056 | 16,803 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $5,875,060 | 16,078 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,264,707 | 15,627 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $4,844,018 | 14,050 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,427,980 | 7,249 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $2,098,059 | 6,871 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,573,732 | 4,669 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,850,731 | 4,512 | Shares | Sole | 2022-04-06 | |
| 2021-12-31 | $1,982,105 | 4,200 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,566,568 | 3,687 | Shares | Sole | 2021-10-06 | |
| No filing history on record for this holder in this stock. | ||||||