Position in SPGI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$249,249
-$303,128 QoQ
Shares Held
619
-44.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 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, 2026OneAscent Financial Services LLC holds $226,922 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
2,879 | $226,922 |
All Filings in SPGI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,249 | 586 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $552,377 | 1,057 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $418,570 | 860 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $547,327 | 1,038 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $571,612 | 1,125 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $247,520 | 497 | Shares | Sole | 2025-02-12 | |
| 2020-12-31 | $486,191 | 1,479 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $788,992 | 2,188 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $443,480 | 1,346 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $544,501 | 2,222 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||