Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$366,126
-$45,603 QoQ
Shares Held
950
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,399
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $8,687,063 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (4.2% 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 | $366,126 | 899 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $411,729 | 968 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $641,739 | 1,228 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $942,756 | 1,937 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,269,197 | 6,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,902,148 | 9,648 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,589,345 | 9,215 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,220,785 | 8,170 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,230,822 | 7,244 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,865,830 | 6,736 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,750,606 | 6,244 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,219,261 | 8,810 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,360,258 | 8,382 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,865,383 | 8,311 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,528,797 | 7,550 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,455,319 | 8,041 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,212,855 | 9,532 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,143,637 | 10,102 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $4,132,219 | 8,756 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,450,106 | 8,120 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,963,449 | 7,220 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,807,786 | 7,957 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,479,281 | 7,542 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,331,278 | 6,465 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,990,388 | 6,041 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,749,657 | 7,140 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||