First Western Trust Bank

Bank

Position in SPGI — S&P Global Inc.

CIK 1513189 Denver, CO

Position in SPGI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,787,286

-$459,333 QoQ

Shares Held

7,234

-10.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#774

of 1,991 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 80% Shared 1% None 19%

Financial Services · as of Jun 30, 2026

First Western Trust Bank holds $5,182,513 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (53.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPGI	S&P Global Inc. This page	7,234	$2,787,286
2	ICE	Intercontinental Exchange, Inc.	19,456	$2,395,227

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,787,286	6,844	-10.3%	Shares	Other	2026-07-29
2026-03-31	$3,246,619	7,633	-1.2%	Shares	Other	2026-05-12
2025-12-31	$4,037,530	7,726	-0.3%	Shares	Other	2026-02-12
2025-09-30	$3,772,489	7,751	-3.6%	Shares	Other	2025-11-14
2025-06-30	$4,241,520	8,044	-2.1%	Shares	Other	2025-08-08
2025-03-31	$4,173,533	8,214	-8.4%	Shares	Other	2025-05-12
2024-12-31	$4,468,324	8,972	-4.6%	Shares	Other	2025-02-13
2024-09-30	$4,859,327	9,406	-11.9%	Shares	Other	2024-11-07
2024-06-30	$4,759,710	10,672	-16.3%	Shares	Other	2024-08-05
2024-03-31	$5,425,763	12,753	-4.4%	Shares	Other	2024-05-16
2023-12-31	$5,874,333	13,335	-3.8%	Shares	Sole	2024-02-07
2023-09-30	$5,066,043	13,864	-3.3%	Shares	Sole	2023-11-14
2023-06-30	$5,745,153	14,331	-2.9%	Shares	Sole	2023-08-11
2023-03-31	$5,088,115	14,758	+2.9%	Shares	Sole	2023-05-15
2022-12-31	$4,804,044	14,343	-3.2%	Shares	Sole	2023-02-10
2022-09-30	$4,522,537	14,811	+2.4%	Shares	Sole	2022-11-09
2022-06-30	$4,876,920	14,469	-5.7%	Shares	Sole	2022-08-12
2022-03-31	$6,293,390	15,343	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.