Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,206,941
+$1,313,302 QoQ
Shares Held
5,728
+157.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#836
of 1,991 holders
Holding Since
Mar 2020
22 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, 2026OKABENA INVESTMENT SERVICES INC holds $3,177,548 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
5,728 | $2,206,941 | |
| 2 | MCO |
Moodys Corp /De/
|
2,143 | $970,607 |
All Filings in SPGI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,206,941 | 5,419 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $893,639 | 2,101 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,325,288 | 2,536 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,234,296 | 2,536 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,318,752 | 2,501 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,270,758 | 2,501 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,453,295 | 4,926 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,436,380 | 4,716 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,018,149 | 4,525 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,233,612 | 5,250 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,505,237 | 5,687 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,581,494 | 4,328 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $1,916,254 | 4,780 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,885,547 | 5,469 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,700,000 | 1,700,000 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,384,477 | 7,809 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,363,801 | 7,013 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,221,926 | 2,979 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $305,810 | 648 | Shares | Sole | 2022-03-25 | |
| 2021-09-30 | $1,136,155 | 2,674 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,336,014 | 3,255 | Shares | Sole | 2021-08-13 | |
| 2020-03-31 | $780,484 | 3,185 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||