Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,054,408
-$371,731 QoQ
Shares Held
5,636
-6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#850
of 1,991 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Kesler, Norman & Wride, LLC holds $8,898,674 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (23.1% of the industry book) .
All Filings in SPGI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,054,408 | 5,332 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,426,139 | 5,704 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,984,511 | 5,711 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,793,228 | 5,739 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,397,329 | 6,443 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,292,488 | 6,480 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,858,193 | 5,739 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,824,878 | 5,468 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,969,913 | 6,659 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,872,212 | 6,751 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,302,578 | 7,497 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,902,816 | 7,944 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,409,168 | 8,504 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,957,092 | 8,577 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,991,349 | 8,931 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,645,857 | 8,665 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,036,236 | 9,008 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,326,167 | 10,547 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $4,844,361 | 10,265 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $4,374,242 | 10,295 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,234,612 | 10,317 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,833,580 | 10,864 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,548,639 | 10,795 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||