Position in SPGI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$497,804
-$148,712 QoQ
Shares Held
1,366
-15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,267
of 1,991 holders
Holding Since
Mar 2022
18 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, 2026First Bank & Trust holds $2,535,622 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
9,228 | $2,037,818 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,366 | $497,804 |
All Filings in SPGI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,804 | 1,292 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $646,516 | 1,520 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $1,137,677 | 2,177 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $1,085,849 | 2,231 | Shares | Defined | 2025-10-10 | |
| 2025-06-30 | $1,575,015 | 2,987 | Shares | Defined | 2025-07-09 | |
| 2025-03-31 | $2,014,616 | 3,965 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $2,004,072 | 4,024 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $2,001,385 | 3,874 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $1,696,136 | 3,803 | Shares | Defined | 2024-07-09 | |
| 2024-03-31 | $1,621,389 | 3,811 | Shares | Defined | 2024-04-17 | |
| 2023-12-31 | $1,667,808 | 3,786 | Shares | Defined | 2024-01-12 | |
| 2023-09-30 | $1,216,448 | 3,329 | Shares | Defined | 2023-10-11 | |
| 2023-06-30 | $1,361,421 | 3,396 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $1,107,056 | 3,211 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $969,650 | 2,895 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $784,443 | 2,569 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $700,072 | 2,077 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $300,661 | 733 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||