Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,102,452
-$606,138 QoQ
Shares Held
2,861
-32.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,007
of 1,991 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Peloton Wealth Strategists holds $1,102,452 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
2,861 | $1,102,452 |
All Filings in SPGI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,452 | 2,707 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,708,590 | 4,017 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,215,258 | 4,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,988,210 | 4,085 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,320,076 | 4,400 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,235,640 | 4,400 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,128,082 | 4,273 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,207,517 | 4,273 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,928,057 | 4,323 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,895,805 | 4,456 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,538,736 | 3,493 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $1,065,900 | 2,917 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $824,630 | 2,057 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||