Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$44,783,186
+$374,292 QoQ
Shares Held
116,230
+11.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#31
of 725 holders
Holding Since
Dec 2020
23 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, 2026Vest Financial, LLC holds $96,546,151 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (46.4% of the industry book) .
All Filings in SPGI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,783,186 | 116,230 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $44,408,894 | 104,408 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $56,971,715 | 109,018 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $52,918,520 | 108,727 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $62,209,152 | 117,979 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $55,826,471 | 109,873 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $58,218,208 | 116,897 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $52,822,850 | 102,247 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $47,985,583 | 107,591 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $35,502,100 | 83,446 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $33,859,245 | 76,862 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $19,593,282 | 53,620 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $13,691,594 | 34,153 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $9,494,276 | 27,538 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,190,550 | 30,425 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,660,008 | 25,086 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,379,309 | 24,860 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,212,622 | 20,022 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,123,782 | 15,095 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,314,523 | 12,508 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,247,336 | 10,348 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,801,082 | 7,938 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $2,102,885 | 6,397 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||