Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,338,663
-$208,298 QoQ
Shares Held
3,474
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#956
of 1,991 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026American Trust holds $1,338,663 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
3,474 | $1,338,663 |
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,338,663 | 3,287 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,546,961 | 3,637 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,910,589 | 3,656 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,814,941 | 3,729 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,972,064 | 3,740 | Shares | Sole | 2025-09-03 | |
| 2025-03-31 | $1,530,905 | 3,013 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,300,854 | 2,612 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,300,849 | 2,518 | Shares | Sole | 2024-11-29 | |
| 2024-06-30 | $637,333 | 1,429 | Shares | Sole | 2024-09-12 | |
| 2022-06-30 | $469,861 | 1,394 | Shares | Defined | 2022-10-03 | |
| No filing history on record for this holder in this stock. | ||||||