PFG Advisors

Position in MCO — Moodys Corp /De/

CIK 1694435 Phoenix, AZ

Position in MCO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$400,834

+$19,552 QoQ

Shares Held

885

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#942

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PFG Advisors holds $4,699,279 across 5 Financial Data & Stock Exchanges names. MCO ranks #4 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	4,747	$1,730,373
2	MSCI	MSCI Inc.	2,278	$1,275,771
3	CME	Cme Group Inc.	4,074	$899,661
4	MCO	Moodys Corp /De/ This page	885	$400,834
5	CBOE	Cboe Global Markets, Inc.	1,618	$392,640

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,834	885	+1.3%	Shares	Sole	2026-07-16
2026-03-31	$381,282	874	+7.2%	Shares	Sole	2026-05-05
2025-12-31	$416,342	815	-49.8%	Shares	Sole	2026-01-27
2025-09-30	$772,850	1,622	+28.0%	Shares	Sole	2025-11-13
2025-06-30	$635,514	1,267	+65.2%	Shares	Sole	2025-08-07
2025-03-31	$357,184	767	-10.1%	Shares	Sole	2025-05-06
2024-12-31	$403,784	853	0.0%	Shares	Sole	2025-02-07
2024-09-30	$404,825	853	+8.2%	Shares	Sole	2024-10-15
2024-06-30	$331,692	788	-20.2%	Shares	Sole	2024-08-08
2024-03-31	$388,313	988	-16.8%	Shares	Sole	2024-05-07
2023-12-31	$463,985	1,188	-2.1%	Shares	Sole	2024-01-19
2023-09-30	$383,514	1,213	-42.3%	Shares	Sole	2023-10-13
2023-06-30	$730,907	2,102	0.0%	Shares	Sole	2023-07-20
2023-03-31	$643,254	2,102	-4.8%	Shares	Sole	2023-04-21
2022-12-31	$615,192	2,208	-5.6%	Shares	Sole	2023-01-30
2022-09-30	$568,391	2,338	0.0%	Shares	Sole	2022-10-14
2022-06-30	$635,865	2,338	-3.3%	Shares	Sole	2022-07-13
2022-03-31	$815,857	2,418	+0.3%	Shares	Sole	2022-04-19
2021-12-31	$941,297	2,410	+0.2%	Shares	Sole	2022-01-21
2021-09-30	$854,039	2,405	+0.4%	Shares	Sole	2021-11-05
2021-06-30	$867,876	2,395	-1.2%	Shares	Sole	2021-07-28
2021-03-31	$724,129	2,425	+0.2%	Shares	Sole	2021-04-27
2020-12-31	$702,380	2,420	0.0%	Shares	Sole	2021-01-26
2020-09-30	$701,437	2,420	+0.8%	Shares	Sole	2020-10-13
2020-06-30	$659,352	2,400	0.0%	Shares	Sole	2020-07-16
2020-03-31	$507,600	2,400	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.