Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$303,815
-$130,457 QoQ
Shares Held
789
-26.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,472
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026SMITH SHELLNUT WILSON LLC /ADV holds $303,815 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
|
789 | $303,815 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,815 | 746 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $434,272 | 1,021 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $546,629 | 1,046 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $564,583 | 1,160 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $553,654 | 1,050 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $647,319 | 1,274 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $618,055 | 1,241 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $570,865 | 1,105 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $496,843 | 1,114 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $473,951 | 1,114 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $490,739 | 1,114 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $415,471 | 1,137 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $455,811 | 1,137 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $394,072 | 1,143 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $382,836 | 1,143 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $350,236 | 1,147 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $369,417 | 1,096 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $497,138 | 1,212 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $577,170 | 1,223 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $511,142 | 1,203 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $492,540 | 1,200 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $423,444 | 1,200 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $428,663 | 1,304 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $519,624 | 1,441 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $474,780 | 1,441 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $353,117 | 1,441 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||