SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in SPGI — S&P Global Inc.
CIK 1079935
LOS ANGELES, CA
Position in SPGI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$275,873
-$41,855 QoQ
Shares Held
757
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,513
of 1,991 holders
Holding Since
Mar 2025
6 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $1,089,566 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
5,566 | $813,693 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
757 | $275,873 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,873 | 716 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $317,728 | 747 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $375,741 | 719 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $354,810 | 729 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $502,506 | 953 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $480,154 | 945 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||