OneAscent Family Office, LLC
Family OfficePosition in SPGI — S&P Global Inc.
CIK 2055812
BIRMINGHAM, AL
Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$229,287
-$8,478 QoQ
Shares Held
595
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,593
of 1,991 holders
Holding Since
Mar 2025
5 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, 2026OneAscent Family Office, LLC holds $462,830 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
2,963 | $233,543 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
595 | $229,287 |
All Filings in SPGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,287 | 563 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $237,765 | 559 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $297,876 | 570 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $213,552 | 405 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $215,942 | 425 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||