AAFMAA Wealth Management & Trust LLC
Position in SPGI — S&P Global Inc.
CIK 1846160
FAYETTEVILLE, NC
Position in SPGI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$860,370
-$181,287 QoQ
Shares Held
2,360
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,078
of 1,991 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026AAFMAA Wealth Management & Trust LLC holds $2,198,406 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (39.1% of the industry book) .
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,370 | 2,233 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,041,657 | 2,449 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,290,274 | 2,469 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,048,373 | 2,154 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,167,420 | 2,214 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,681,302 | 3,309 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,854,663 | 3,724 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,853,116 | 3,587 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,639,941 | 3,677 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,221,892 | 2,872 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||