MAGNOLIA CAPITAL ADVISORS LLC

Position in SPGI — S&P Global Inc.

CIK 1803662 RIDGELAND, MS

Position in SPGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$659,353

-$48,838 QoQ

Shares Held

1,711

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,166

of 1,991 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MAGNOLIA CAPITAL ADVISORS LLC holds $2,096,956 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CME	Cme Group Inc.	6,510	$1,437,603
2	SPGI	S&P Global Inc. This page	1,711	$659,353

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$659,353	1,619	-2.8%	Shares	Sole	2026-08-14
2026-03-31	$708,191	1,665	-12.5%	Shares	Sole	2026-05-15
2025-12-31	$993,966	1,902	-4.4%	Shares	Sole	2026-02-13
2025-09-30	$968,552	1,990	-0.8%	Shares	Sole	2025-11-13
2025-06-30	$1,057,743	2,006	-1.9%	Shares	Sole	2025-08-05
2025-03-31	$1,039,064	2,045	+5.5%	Shares	Sole	2025-05-13
2024-12-31	$965,182	1,938	+29.9%	Shares	Sole	2025-05-13
2024-09-30	$770,797	1,492	+0.2%	Shares	Sole	2024-10-30
2024-06-30	$664,093	1,489	-27.3%	Shares	Sole	2024-10-30
2024-03-31	$870,896	2,047	+11.6%	Shares	Sole	2024-05-02
2023-12-31	$807,913	1,834	+6.9%	Shares	Sole	2024-02-02
2023-09-30	$626,678	1,715	+0.2%	Shares	Sole	2023-11-03
2023-06-30	$686,323	1,712	-0.2%	Shares	Sole	2023-08-08
2023-03-31	$591,280	1,715	+4.4%	Shares	Sole	2023-05-15
2022-12-31	$549,971	1,642	+1.7%	Shares	Sole	2023-02-14
2022-09-30	$492,834	1,614	+2.0%	Shares	Sole	2022-11-14
2022-06-30	$533,565	1,583	+19.5%	Shares	Sole	2022-08-15
2022-03-31	$543,488	1,325	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.