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Livermore
Livermore
ZHEN

Charter Trust Co

SEC CIK
0001035463
Latest filing
Jul 15, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Charter Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
1,696
Value
$690.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SPGI by Charter Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,696$690.7K<0.1%−46−2.6%ReducedHolders
Q1 20261,742$740.9K<0.1%00.0%UnchangedHolders
Q4 20251,742$910.4K0.1%−14−0.8%ReducedHolders
Q3 20251,756$854.7K0.1%00.0%UnchangedHolders
Q2 20251,756$925.9K0.1%−46−2.6%ReducedHolders
Q1 20251,802$915.6K0.1%−9−0.5%ReducedHolders
Q4 20241,811$901.9K0.1%−500−21.6%ReducedHolders
Q3 20242,311$1.19M0.1%−5−0.2%ReducedHolders
Q2 20242,316$1.03M0.1%−10−0.4%ReducedHolders
Q1 20242,326$989.6K0.1%−10−0.4%ReducedHolders
Q4 20232,336$1.03M0.1%+463+24.7%AddedHolders
Q3 20231,873$684.4K0.1%−19−1.0%ReducedHolders
Q2 20231,892$758.5K0.1%00.0%UnchangedHolders
Q1 20231,892$652.3K0.1%00.0%UnchangedHolders
Q4 20221,892$633.7K0.1%00.0%UnchangedHolders
Q3 20221,892$578.0K<0.1%−10−0.5%ReducedHolders
Q2 20221,902$641.0K0.1%+1,387+269.3%AddedHolders
Q1 2022515$212.0K<0.1%−133−20.5%ReducedHolders
Q4 2021648$306.0K<0.1%00.0%UnchangedHolders
Q3 2021648$276.0K<0.1%−450−41.0%ReducedHolders
Q2 20211,098$450.0K<0.1%00.0%UnchangedHolders
Q1 20211,098$388.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.