Jacobsen Capital Management

Position in SPGI — S&P Global Inc.

CIK 1782491 SALT LAKE CITY, UT

Position in SPGI

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$627,376

-$209,290 QoQ

Shares Held

1,559

-7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$627,376	1,475	-7.9%	Shares	Sole	2026-04-24
2025-12-31	$836,666	1,601	-2.4%	Shares	Sole	2026-01-26
2025-09-30	$798,691	1,641	-0.1%	Shares	Sole	2025-10-27
2025-06-30	$865,810	1,642	-0.1%	Shares	Sole	2025-07-30
2025-03-31	$834,808	1,643	+1.2%	Shares	Sole	2025-04-25
2024-12-31	$808,800	1,624	-1.6%	Shares	Sole	2025-01-24
2024-09-30	$852,939	1,651	-5.1%	Shares	Sole	2024-10-25
2024-06-30	$776,039	1,740	-0.7%	Shares	Sole	2024-07-23
2024-03-31	$745,388	1,752	0.0%	Shares	Sole	2024-04-25
2023-12-31	$771,790	1,752	-15.4%	Shares	Sole	2024-01-24
2023-09-30	$757,129	2,072	+7.0%	Shares	Sole	2023-10-25
2023-06-30	$776,122	1,936	-22.7%	Shares	Sole	2023-08-02
2023-03-31	$863,993	2,506	-38.0%	Shares	Sole	2023-05-02
2022-12-31	$1,353,492	4,041	-8.3%	Shares	Sole	2023-02-13
2022-09-30	$1,345,066	4,405	-1.5%	Shares	Sole	2022-10-25
2022-06-30	$1,507,669	4,473	-8.1%	Shares	Sole	2022-08-02
2022-03-31	$1,996,345	4,867	+9.2%	Shares	Sole	2022-04-21
2021-12-31	$2,102,448	4,455	-1.0%	Shares	Sole	2022-02-01
2021-09-30	$1,911,155	4,498	+1.6%	Shares	Sole	2021-10-29
2021-06-30	$1,817,472	4,428	+1.7%	Shares	Sole	2021-07-28
2021-03-31	$1,536,043	4,353	+22.6%	Shares	Sole	2021-04-15
2020-12-31	$1,167,320	3,551	+0.3%	Shares	Sole	2021-02-17
2020-09-30	$1,276,523	3,540	-2.6%	Shares	Sole	2020-10-22
2020-06-30	$1,197,330	3,634	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.