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S&p Global shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in S&p Global

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All positions including S&p Global held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $418k 860 486.50
2025-06-30 $548k 1.0k 527.94
2025-03-31 $572k 1.1k 508.44
2024-12-31 $247k 497 496.98
2020-12-31 $486k 1.5k 328.60
2020-09-30 $789k 2.2k 360.60
2020-06-30 $444k 1.3k 329.87
2020-03-31 $545k 2.2k 245.27

More positions owned by OneAscent Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Large (OALC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Small (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Large (OALC)

View all positions for OneAscent Financial Services

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Geode Capital Management
Wellington Management Company
FMR
Northern Trust
Ubs Global Asset Management Americas
Wells Fargo & Company
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Lombard Odier Asset Management
Goldman Sachs Group
Invesco
Edgewood Management

View all funds holding S&p Global