Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$633,289
+$3,361 QoQ
Shares Held
1,644
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,178
of 1,991 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $11,708,895 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (5.4% of the industry book) .
All Filings in SPGI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,289 | 1,555 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $629,928 | 1,481 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $752,529 | 1,440 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $457,020 | 939 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $862,646 | 1,636 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $861,229 | 1,695 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $845,156 | 1,697 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $780,612 | 1,511 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $688,623 | 1,544 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $648,385 | 1,524 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $720,690 | 1,636 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $544,460 | 1,490 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||