Position in SPGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$28,915
-$1,284 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,811
of 1,991 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $120,374 across 5 Financial Data & Stock Exchanges names. SPGI ranks #3 (24.0% of the industry book) .
All Filings in SPGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,915 | 71 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $30,199 | 71 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $37,103 | 71 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $34,556 | 71 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $37,437 | 71 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $37,599 | 74 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $40,340 | 81 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||