Position in SPGI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$87,847
+$11,286 QoQ
Shares Held
241
+26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,737
of 1,991 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $196,001 across 6 Financial Data & Stock Exchanges names. SPGI ranks #1 (44.8% of the industry book) .
All Filings in SPGI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,847 | 228 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $76,561 | 180 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $83,614 | 160 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $73,006 | 150 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $79,093 | 150 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $76,215 | 150 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $74,704 | 150 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $98,157 | 190 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $2,643 | 6 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,192 | 6 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,405 | 6 | Shares | Sole | 2023-07-25 | |
| 2022-06-30 | $2,696 | 8 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $481,961 | 1,175 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $549,798 | 1,165 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||