SEC 13F Intelligence

Ep Wealth Advisors, LLC / SPGI

Ep Wealth Advisors, LLC’s S&p Global Inc Position

Does Ep Wealth Advisors, LLC own S&p Global Inc (SPGI)? Yes — 132.1K shares worth $56M (+0.28% of its 13F portfolio) as of Q1 2026, up from 129.0K shares the prior filed quarter.

Position Value
$56M
Q1 2026
Shares
132.1K
% of Portfolio
+0.28%
Quarters Held
27
currently held

Position History SPGI

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $13MQ2 ’19: $13MQ3 ’19: $14MQ4 ’19: $15MQ4 ’19Q1 ’20: $13MQ2 ’20: $17MQ3 ’20: $19MQ4 ’20: $18MQ4 ’20Q1 ’21: $22MQ2 ’21: $27MQ3 ’21: $29MQ4 ’21: $33MQ4 ’21Q1 ’22: $31MQ2 ’22: $27MQ4 ’22: $25MQ2 ’23: $38MQ2 ’23Q3 ’23: $36MQ4 ’23: $44MQ1 ’24: $43MQ2 ’24: $47MQ2 ’24Q3 ’24: $57MQ4 ’24: $54MQ1 ’25: $56MQ2 ’25: $64MQ2 ’25Q4 ’25: $67MQ1 ’26: $56Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026132.1K$56M+0.28%
Q4 2025129.0K$67M+0.35%
Q2 2025122.3K$64M+0.42%
Q1 2025109.7K$56M+0.45%
Q4 2024108.7K$54M+0.44%
Q3 2024109.8K$57M+0.49%
Q2 2024105.9K$47M+0.50%
Q1 2024102.1K$43M+0.51%
Q4 202399.2K$44M+0.56%
Q3 202397.3K$36M+0.55%
Q2 202365.5K$38M+0.55%
Q4 202282.0K$25M+0.57%
Q2 202278.7K$27M+0.60%
Q1 202274.5K$31M+0.67%
Q4 202170.5K$33M+0.79%
Q3 202169.3K$29M+0.81%
Q2 202166.1K$27M+0.75%
Q1 202161.3K$22M+0.69%
Q4 202055.2K$18M+0.64%
Q3 202052.1K$19M+0.81%
Q2 202052.7K$17M+0.74%
Q1 202054.6K$13M+0.66%
Q4 201955.6K$15M+0.63%
Q3 201956.4K$14M+0.69%
Q2 201958.6K$13M+0.83%
Q1 201960.1K$13M+1.22%
Q4 201859.1K$10M+0.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ep Wealth Advisors, LLC’s full portfolio or all institutional holders of SPGI.