Position in SPGI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$263,158
-$27,349 QoQ
Shares Held
722
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,527
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CHICAGO TRUST Co NA holds $2,190,037 across 4 Financial Data & Stock Exchanges names. SPGI ranks #3 (12.0% of the industry book) .
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,158 | 683 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $290,507 | 683 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $423,819 | 811 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $397,154 | 816 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $428,686 | 813 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $926,265 | 1,823 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $875,535 | 1,758 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $918,549 | 1,778 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $798,784 | 1,791 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $868,342 | 2,041 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $961,213 | 2,182 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $863,098 | 2,362 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $896,790 | 2,237 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $761,251 | 2,208 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $739,547 | 2,208 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $738,335 | 2,418 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $804,898 | 2,388 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $979,509 | 2,388 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $861,271 | 1,825 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $775,424 | 1,825 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $757,280 | 1,845 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $738,909 | 2,094 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $676,854 | 2,059 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $730,574 | 2,026 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $586,474 | 1,780 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $421,486 | 1,720 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||