Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$30,248,204
-$8,847,344 QoQ
Shares Held
82,981
-14.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#283
of 1,991 holders
Holding Since
Mar 2021
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, 2026BENJAMIN EDWARDS INC holds $120,648,622 across 10 Financial Data & Stock Exchanges names. SPGI ranks #3 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
148,464 | $32,785,304 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
391,614 | $30,867,015 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
82,981 | $30,248,204 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
49,788 | $12,082,053 | |
| 5 | MCO |
Moodys Corp /De/
|
13,105 | $5,935,515 | |
| 6 | MORN |
Morningstar, Inc.
|
33,499 | $5,226,513 | |
| 7 | COIN |
Coinbase Global, Inc.
|
9,826 | $1,436,462 | |
| 8 | FDS |
Factset Research Systems Inc
|
3,324 | $764,785 |
All Filings in SPGI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,248,204 | 78,506 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $39,095,548 | 91,916 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $49,636,642 | 94,982 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $47,931,689 | 98,481 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $50,997,911 | 96,717 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $48,763,881 | 95,973 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $41,600,940 | 83,531 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $42,859,832 | 82,962 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,672,053 | 3,749 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,606,073 | 3,775 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,583,228 | 3,594 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,317,668 | 3,606 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,482,892 | 3,699 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,290,474 | 3,743 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $1,216,502 | 3,632 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $1,081,549 | 3,542 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $1,197,574 | 3,553 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,290,015 | 3,145 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,139,239 | 2,414 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,011,238 | 2,380 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $946,497 | 2,306 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $817,599 | 2,317 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||