Position in SPGI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$132,927
-$12,538 QoQ
Shares Held
365
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,702
of 1,991 holders
Holding Since
Dec 2023
11 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, 2026Security National Bank holds $202,634 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (65.6% of the industry book) .
All Filings in SPGI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,927 | 345 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $145,465 | 342 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $175,066 | 335 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $163,047 | 335 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $176,642 | 335 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $170,213 | 335 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $166,839 | 335 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $173,067 | 335 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $149,408 | 335 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $142,525 | 335 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $147,573 | 335 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||