SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in MCO — Moodys Corp /De/

CIK 1531593 NEW YORK, NY

Position in MCO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$211,060

+$199,718 QoQ

Shares Held

466

+1692.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,138

of 1,401 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $307,350 across 10 Financial Data & Stock Exchanges names. MCO ranks #1 (68.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	466	$211,060
2	SPGI	S&P Global Inc.	74	$28,508
3	CME	Cme Group Inc.	84	$18,549
4	ICE	Intercontinental Exchange, Inc.	131	$16,127
5	MSCI	MSCI Inc.	17	$9,520
6	NDAQ	Nasdaq, Inc.	104	$8,197
7	COIN	Coinbase Global, Inc.	52	$7,601
8	CBOE	Cboe Global Markets, Inc.	24	$5,824

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,060	466	+1692.3%	Shares	Sole	2026-08-03
2026-03-31	$11,342	26	-92.5%	Shares	Sole	2026-04-30
2025-12-31	$176,754	346	+30.1%	Shares	Sole	2026-02-17
2025-09-30	$126,743	266	+155.8%	Shares	Sole	2025-11-13
2025-06-30	$52,165	104	-49.8%	Shares	Sole	2025-08-12
2023-06-30	$71,978	207	-35.3%	Shares	Sole	2023-08-14
2023-03-31	$97,926	320	-74.2%	Shares	Sole	2023-05-12
2022-12-31	$345,210	1,239	+98.9%	Shares	Sole	2023-02-13
2022-09-30	$151,457	623	+84.9%	Shares	Sole	2022-11-02
2022-06-30	$91,653	337	+410.6%	Shares	Sole	2022-08-02
2022-03-31	$22,269	66	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.