Avalon Trust Co

Bank

Position in SPGI — S&P Global Inc.

CIK 1798150 SANTA FE, NM

Position in SPGI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$197,521

-$137,646 QoQ

Shares Held

513

-38.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,658

of 1,991 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avalon Trust Co holds $418,758 across 6 Financial Data & Stock Exchanges names. SPGI ranks #1 (47.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	513	$197,521
2	ICE	Intercontinental Exchange, Inc.	1,275	$156,965
3	CBOE	Cboe Global Markets, Inc.	165	$40,040
4	MCO	Moodys Corp /De/	25	$11,323
5	COIN	Coinbase Global, Inc.	50	$7,309
6	MSCI	MSCI Inc.	10	$5,600

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$197,521	485	-38.5%	Shares	Sole	2026-08-06
2026-03-31	$335,167	788	-6.9%	Shares	Sole	2026-05-06
2025-12-31	$442,111	846	-3.6%	Shares	Sole	2026-02-09
2025-09-30	$427,331	878	+248.4%	Shares	Sole	2025-11-10
2025-06-30	$132,877	252	0.0%	Shares	Sole	2025-08-08
2025-03-31	$128,041	252	-25.7%	Shares	Sole	2025-05-09
2024-12-31	$168,832	339	-19.7%	Shares	Sole	2025-02-10
2024-09-30	$218,013	422	0.0%	Shares	Sole	2024-11-13
2024-06-30	$188,211	422	0.0%	Shares	Sole	2024-08-12
2024-03-31	$179,539	422	0.0%	Shares	Sole	2024-05-07
2023-12-31	$185,899	422	0.0%	Shares	Sole	2024-02-06
2023-09-30	$154,203	422	0.0%	Shares	Sole	2023-11-13
2023-06-30	$169,175	422	0.0%	Shares	Sole	2023-08-09
2023-03-31	$145,492	422	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.