Position in SPGI
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$313,899
-$118,281 QoQ
Shares Held
780
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SVB WEALTH LLC holds $203,812 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
450 | $203,812 |
All Filings in SPGI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $313,899 | 738 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $432,180 | 827 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $431,223 | 886 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $522,542 | 991 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,306,325 | 2,571 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,282,968 | 4,584 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $2,054,720 | 4,607 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,194,896 | 5,159 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,541,819 | 3,500 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,677,231 | 4,590 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,063,380 | 5,147 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,897,269 | 5,503 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,022,367 | 6,038 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,989,049 | 6,514 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,566,990 | 4,649 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,256,809 | 5,502 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,616,359 | 3,425 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,724,628 | 4,059 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,411,126 | 3,438 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,171,175 | 3,319 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,051,935 | 3,200 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,135,528 | 3,149 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $984,486 | 2,988 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $717,751 | 2,929 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||