Segment Wealth Management, LLC

Position in SPGI — S&P Global Inc.

CIK 1575581 HOUSTON, TX

Position in SPGI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$20,686,649

-$2,147,302 QoQ

Shares Held

56,750

+0.0% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#341

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Segment Wealth Management, LLC holds $29,755,129 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (69.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	56,750	$20,686,649
2	ICE	Intercontinental Exchange, Inc.	54,196	$6,672,069
3	MSCI	MSCI Inc.	4,279	$2,396,411

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,686,649	53,690	+0.0%	Shares	Sole	2026-07-16
2026-03-31	$22,833,951	53,684	-38.9%	Shares	Sole	2026-04-20
2025-12-31	$45,880,266	87,794	-0.6%	Shares	Sole	2026-01-29
2025-09-30	$42,966,761	88,280	-0.3%	Shares	Sole	2025-10-20
2025-06-30	$46,687,843	88,543	-1.3%	Shares	Sole	2025-07-21
2025-03-31	$45,581,651	89,710	+0.2%	Shares	Sole	2025-04-22
2024-12-31	$44,567,207	89,487	-5.2%	Shares	Sole	2025-01-17
2024-09-30	$48,780,299	94,422	-13.7%	Shares	Sole	2024-10-22
2024-06-30	$48,775,896	109,363	-0.4%	Shares	Sole	2024-07-23
2024-03-31	$46,705,901	109,780	+330.3%	Shares	Sole	2024-04-24
2023-12-31	$11,238,545	25,512	+7.4%	Shares	Sole	2024-01-26
2023-09-30	$8,677,390	23,747	+3.5%	Shares	Sole	2023-10-25
2023-06-30	$9,200,024	22,949	-0.4%	Shares	Sole	2023-08-22
2023-03-31	$7,944,880	23,044	+3.2%	Shares	Sole	2023-04-20
2022-12-31	$7,478,876	22,329	-0.8%	Shares	Sole	2023-01-13
2022-09-30	$6,873,733	22,511	+362.0%	Shares	Sole	2022-10-24
2022-06-30	$1,642,156	4,872	-4.7%	Shares	Sole	2022-07-20
2022-03-31	$2,096,429	5,111	+4.7%	Shares	Sole	2022-04-25
2021-12-31	$2,303,018	4,880	-0.7%	Shares	Sole	2022-01-24
2021-09-30	$2,087,059	4,912	-3.4%	Shares	Sole	2021-10-19
2021-06-30	$2,087,138	5,085	+1.8%	Shares	Sole	2021-07-20
2021-03-31	$1,762,585	4,995	+4.9%	Shares	Sole	2021-05-10
2020-12-31	$1,565,083	4,761	+0.8%	Shares	Sole	2021-01-27
2020-09-30	$1,703,834	4,725	+9.6%	Shares	Sole	2020-10-27
2020-06-30	$1,420,058	4,310	+3.5%	Shares	Sole	2020-07-15
2020-03-31	$1,020,633	4,165	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.