Position in SPGI
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$2,404,055
-$126,292 QoQ
Shares Held
6,239
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#812
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $3,012,765 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (79.8% of the industry book) .
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,404,055 | 5,903 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $2,530,347 | 5,949 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,110,455 | 5,952 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,909,065 | 5,977 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,149,503 | 5,973 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,054,697 | 6,012 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,992,662 | 6,009 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,273,304 | 6,336 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,881,605 | 6,461 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,759,468 | 6,486 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,857,212 | 6,486 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,399,281 | 6,566 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $740,042 | 1,846 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $487,504 | 1,414 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $473,940 | 1,415 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $513,598 | 1,682 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $566,934 | 1,682 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $659,569 | 1,608 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $758,863 | 1,608 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $683,223 | 1,608 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $660,003 | 1,608 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $567,415 | 1,608 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $528,597 | 1,608 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $615,904 | 1,708 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $558,468 | 1,695 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $415,359 | 1,695 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||