TRB Wealth Management, LLC

Position in SPGI — S&P Global Inc.

CIK 2130988 HOUSTON, TX

Position in SPGI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$550,615

+$93,375 QoQ

Shares Held

1,429

+25.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,239

of 1,991 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

TRB Wealth Management, LLC holds $1,861,480 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	4,707	$579,478
2	SPGI	S&P Global Inc. This page	1,429	$550,615
3	CME	Cme Group Inc.	2,186	$482,734
4	MCO	Moodys Corp /De/	549	$248,653

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$550,615	1,352	+25.8%	Shares	Sole	2026-08-12
2026-03-31	$457,240	1,075	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.