Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$340,062
+$9,999 QoQ
Shares Held
883
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,431
of 1,991 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Destination Wealth Management holds $21,822,768 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (1.6% of the industry book) .
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,062 | 835 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $330,063 | 776 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $416,504 | 797 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $373,793 | 768 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $507,253 | 962 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $409,020 | 805 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $373,024 | 749 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $386,948 | 749 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $339,851 | 762 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $325,894 | 766 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||