OAKWORTH CAPITAL, INC.

Position in SPGI — S&P Global Inc.

CIK 1588871 BIRMINGHAM, AL

Position in SPGI

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$125,607

-$13,053 QoQ

Shares Held

345

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,707

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OAKWORTH CAPITAL, INC. holds $211,452 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	345	$125,607
2	ICE	Intercontinental Exchange, Inc.	344	$42,349
3	MCO	Moodys Corp /De/	45	$20,381
4	CME	Cme Group Inc.	63	$13,912
5	FDS	Factset Research Systems Inc	40	$9,203

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$125,607	326	0.0%	Shares	Sole	2026-07-22
2026-03-31	$138,660	326	-5.2%	Shares	Sole	2026-04-24
2025-12-31	$179,770	344	0.0%	Shares	Sole	2026-01-30
2025-09-30	$167,428	344	+0.9%	Shares	Sole	2025-11-04
2025-06-30	$179,805	341	-3.1%	Shares	Sole	2025-07-17
2025-03-31	$178,851	352	+5.1%	Shares	Sole	2025-04-24
2024-12-31	$166,840	335	+81.1%	Shares	Sole	2025-01-27
2024-09-30	$95,574	185	+52.9%	Shares	Sole	2024-10-21
2024-06-30	$53,965	121	+19.8%	Shares	Sole	2024-07-19
2024-03-31	$42,970	101	0.0%	Shares	Sole	2024-04-22
2023-12-31	$44,492	101	+31.2%	Shares	Sole	2024-01-31
2023-09-30	$28,136	77	+57.1%	Shares	Sole	2023-10-31
2023-06-30	$19,643	49	0.0%	Shares	Sole	2023-07-28
2023-03-31	$16,893	49	0.0%	Shares	Sole	2023-05-02
2022-12-31	$16,412	49	-9.3%	Shares	Sole	2023-02-03
2022-09-30	$16,488	54	+74.2%	Shares	Sole	2022-10-31
2022-06-30	$10,448	31	0.0%	Shares	Sole	2022-08-05
2022-03-31	$12,715	31	-88.4%	Shares	Sole	2022-04-11
2021-12-31	$126,477	268	+764.5%	Shares	Sole	2022-02-07
2021-09-30	$13,171	31	0.0%	Shares	Sole	2021-11-10
2021-06-30	$12,723	31	0.0%	Shares	Sole	2021-07-20
2021-03-31	$10,938	31	-24.4%	Shares	Sole	2021-04-30
2020-12-31	$13,477	41	0.0%	Shares	Sole	2021-02-12
2020-09-30	$14,784	41	+32.3%	Shares	Sole	2020-11-09
2020-06-30	$10,213	31	0.0%	Shares	Sole	2020-08-11
2020-03-31	$7,596	31	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.