HOWE & RUSLING INC

Position in SPGI — S&P Global Inc.

CIK 769963 ROCHESTER, NY

Position in SPGI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,266,916

+$648,601 QoQ

Shares Held

16,265

+16.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#580

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Financial Services · as of Jun 30, 2026

HOWE & RUSLING INC holds $31,084,807 across 4 Financial Data & Stock Exchanges names. SPGI ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	136,080	$16,752,808
2	CME	Cme Group Inc.	35,408	$7,819,148
3	SPGI	S&P Global Inc. This page	16,265	$6,266,916
4	MCO	Moodys Corp /De/	543	$245,935

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,266,916	15,388	+16.5%	Shares	Sole	2026-08-10
2026-03-31	$5,618,315	13,209	+27.6%	Shares	Sole	2026-04-28
2025-12-31	$5,408,283	10,349	+360.0%	Shares	Sole	2026-02-17
2025-09-30	$1,095,097	2,250	-0.1%	Shares	Sole	2025-11-05
2025-06-30	$1,187,457	2,252	+1.9%	Shares	Sole	2025-08-12
2025-03-31	$1,122,901	2,210	-0.6%	Shares	Sole	2025-06-17
2024-12-31	$1,107,120	2,223	-0.2%	Shares	Sole	2025-02-12
2024-09-30	$1,151,029	2,228	-5.7%	Shares	Sole	2024-11-08
2024-06-30	$1,053,451	2,362	+0.3%	Shares	Sole	2024-08-14
2024-03-31	$1,001,934	2,355	+2.5%	Shares	Sole	2024-05-15
2023-12-31	$1,011,874	2,297	0.0%	Shares	Sole	2024-02-06
2023-09-30	$839,346	2,297	+1.1%	Shares	Sole	2023-11-09
2023-06-30	$911,222	2,273	0.0%	Shares	Sole	2023-08-14
2023-03-31	$783,662	2,273	-1.4%	Shares	Sole	2023-05-15
2022-12-31	$772,371	2,306	-2.2%	Shares	Sole	2023-02-15
2022-09-30	$719,709	2,357	-4.8%	Shares	Sole	2022-11-14
2022-06-30	$834,223	2,475	0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,015,195	2,475	0.0%	Shares	Sole	2022-05-10
2021-12-31	$1,168,026	2,475	0.0%	Shares	Sole	2022-02-14
2021-09-30	$1,051,602	2,475	0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,015,863	2,475	-0.4%	Shares	Sole	2021-08-13
2021-03-31	$876,882	2,485	-2.2%	Shares	Sole	2021-05-13
2020-12-31	$834,974	2,540	0.0%	Shares	Sole	2021-02-08
2020-09-30	$915,923	2,540	-1.7%	Shares	Sole	2020-11-06
2020-06-30	$851,705	2,585	-47.4%	Shares	Sole	2020-07-15
2020-03-31	$1,203,930	4,913	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.