Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,180,931
-$30,360 QoQ
Shares Held
10,851
+3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#680
of 1,991 holders
Holding Since
Mar 2025
6 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, 2026DAVIS-REA LTD. holds $4,180,931 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
10,851 | $4,180,931 |
All Filings in SPGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,180,931 | 10,266 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,211,291 | 9,901 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,682,928 | 8,961 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,313,224 | 8,862 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,880,596 | 9,256 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,726,854 | 9,303 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||