Position in SPGI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,881,771
-$16,495 QoQ
Shares Held
7,479
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#768
of 1,991 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Derivatives in SPGI
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$3,120,750
PutShares
6,492
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Fulcrum Asset Management LLP holds $4,441,377 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (64.9% of the industry book) .
All Filings in SPGI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,881,771 | 7,076 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,898,266 | 6,814 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,234,309 | 6,189 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,101,316 | 6,372 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $3,453,749 | 6,550 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $3,120,750 | 6,142 | Put | Sole | 2025-04-24 | |
| 2024-12-31 | $3,212,293 | 6,450 | Put | Sole | 2025-02-03 | |
| 2024-09-30 | $3,099,203 | 5,999 | Put | Sole | 2024-10-15 | |
| 2024-06-30 | $2,749,589 | 6,165 | Put | Sole | 2024-07-15 | |
| 2022-03-31 | $559,895 | 1,365 | Principal | Sole | 2022-05-10 | |
| 2021-12-31 | $601,238 | 1,274 | Principal | Sole | 2022-03-24 | |
| 2021-09-30 | $541,309 | 1,274 | Principal | Sole | 2021-10-19 | |
| 2021-06-30 | $479,000 | 0 | Principal | Sole | 2021-07-13 | |
| 2021-03-31 | $475,668 | 1,348 | Principal | Sole | 2021-04-21 | |
| 2020-12-31 | $380,340 | 1,157 | Principal | Sole | 2021-02-16 | |
| 2020-06-30 | $381,208 | 1,157 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||