Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$89,189
-$557 QoQ
Shares Held
231
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,734
of 1,991 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $1,753,521 across 7 Financial Data & Stock Exchanges names. SPGI ranks #2 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
13,347 | $1,643,149 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
231 | $89,189 | |
| 3 | CME |
Cme Group Inc.
|
32 | $7,066 | |
| 4 | MSCI |
MSCI Inc.
|
9 | $5,040 | |
| 5 | MCO |
Moodys Corp /De/
|
11 | $4,982 | |
| 6 | COIN |
Coinbase Global, Inc.
|
17 | $2,485 | |
| 7 | FDS |
Factset Research Systems Inc
|
7 | $1,610 |
All Filings in SPGI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,189 | 219 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $89,746 | 211 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $110,266 | 211 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $102,695 | 211 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $111,258 | 211 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $120,927 | 238 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $108,072 | 217 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $109,006 | 211 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $94,105 | 211 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $89,769 | 211 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $63,434 | 144 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $12,789 | 35 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $14,031 | 35 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $14,135 | 41 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $11,722 | 35 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $10,687 | 35 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $11,797 | 35 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $705,099 | 1,719 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $541,775 | 1,148 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $387,074 | 911 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $309,068 | 753 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $212,427 | 602 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||