Position in SPGI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$358,712
-$53,867 QoQ
Shares Held
984
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,408
of 1,991 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Grove Bank & Trust holds $3,134,232 across 10 Financial Data & Stock Exchanges names. SPGI ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
4,999 | $1,103,928 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
8,156 | $1,004,084 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
984 | $358,712 | |
| 4 | MSCI |
MSCI Inc.
|
395 | $221,215 | |
| 5 | MCO |
Moodys Corp /De/
|
444 | $201,096 | |
| 6 | FDS |
Factset Research Systems Inc
|
790 | $181,763 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
383 | $30,188 | |
| 8 | MORN |
Morningstar, Inc.
|
158 | $24,651 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,712 | 931 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $412,579 | 970 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $552,377 | 1,057 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $440,959 | 906 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $471,397 | 894 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $420,198 | 827 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $411,870 | 827 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $375,582 | 727 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $301,049 | 675 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $287,178 | 675 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $297,350 | 675 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $276,249 | 756 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $262,182 | 654 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $233,754 | 678 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $213,356 | 637 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $250,997 | 822 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $278,748 | 827 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $339,218 | 827 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $310,529 | 658 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $279,577 | 658 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $304,964 | 743 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $262,182 | 743 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $261,669 | 796 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $258,189 | 716 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $244,803 | 743 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||