Evercore Wealth Management, LLC

Position in SPGI — S&P Global Inc.

CIK 1482689 New York, NY

Position in SPGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,201,823

-$55,055 QoQ

Shares Held

3,119

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#986

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $5,217,646 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	17,135	$2,109,489
2	SPGI	S&P Global Inc. This page	3,119	$1,201,823
3	MCO	Moodys Corp /De/	1,489	$674,397
4	MSCI	MSCI Inc.	969	$542,678
5	CME	Cme Group Inc.	2,160	$476,992
6	COIN	Coinbase Global, Inc.	1,452	$212,267

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,201,823	2,951	-0.1%	Shares	Defined	2026-08-14
2026-03-31	$1,256,878	2,955	-5.6%	Shares	Sole	2026-05-15
2025-12-31	$1,635,705	3,130	-4.7%	Shares	Defined	2026-02-17
2025-09-30	$1,597,868	3,283	0.0%	Shares	Defined	2025-11-14
2025-06-30	$1,731,093	3,283	+0.1%	Shares	Defined	2025-08-14
2025-03-31	$1,666,059	3,279	-9.0%	Shares	Defined	2025-05-15
2024-12-31	$1,794,899	3,604	-4.7%	Shares	Sole	2025-02-14
2024-09-30	$1,952,823	3,780	0.0%	Shares	Defined	2024-11-14
2024-06-30	$1,685,878	3,780	-0.3%	Shares	Sole	2024-08-14
2024-03-31	$1,613,731	3,793	-3.4%	Shares	Sole	2024-05-15
2023-12-31	$1,730,361	3,928	+3.0%	Shares	Defined	2024-02-14
2023-09-30	$1,392,941	3,812	-1.3%	Shares	Defined	2023-11-14
2023-06-30	$1,548,236	3,862	-0.2%	Shares	Sole	2023-08-04
2023-03-31	$1,334,604	3,871	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,296,552	3,871	+0.8%	Shares	Sole	2023-02-14
2022-09-30	$1,172,848	3,841	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$1,308,129	3,881	0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,591,908	3,881	+16.6%	Shares	Defined	2022-05-16
2021-12-31	$1,570,582	3,328	-0.2%	Shares	Defined	2022-02-14
2021-09-30	$1,416,157	3,333	0.0%	Shares	Defined	2021-11-15
2021-06-30	$1,368,029	3,333	-7.7%	Shares	Defined	2021-08-16
2021-03-31	$1,274,565	3,612	-60.2%	Shares	Defined	2021-05-17
2020-12-31	$2,986,840	9,086	+0.2%	Shares	Defined	2021-02-16
2020-09-30	$3,269,919	9,068	-0.6%	Shares	Defined	2020-11-16
2020-06-30	$3,004,527	9,119	+0.1%	Shares	Defined	2020-08-13
2020-03-31	$2,232,160	9,109	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.