Position in SPGI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,476,724
-$83,423 QoQ
Shares Held
3,833
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#933
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Jacobi Capital Management LLC holds $3,858,899 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (38.3% 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 | $1,476,724 | 3,626 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,560,147 | 3,668 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,800,845 | 3,446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,684,503 | 3,461 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,767,476 | 3,352 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,467,900 | 2,889 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $1,427,851 | 2,867 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,481,149 | 2,867 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,277,343 | 2,864 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,148,289 | 2,699 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,162,972 | 2,640 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $946,777 | 2,591 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $975,766 | 2,434 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $845,376 | 2,452 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $819,598 | 2,447 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $519,705 | 1,702 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $560,867 | 1,664 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $651,365 | 1,588 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $651,263 | 1,380 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $626,712 | 1,475 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $688,735 | 1,678 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $622,462 | 1,764 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $293,884 | 894 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $210,590 | 584 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $184,838 | 561 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $133,797 | 546 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||