Position in SPGI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$317,485
-$25,764 QoQ
Shares Held
871
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,451
of 1,991 holders
Holding Since
Jun 2025
5 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, 2026Community Financial Services Group, LLC holds $353,419 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (89.8% of the industry book) .
All Filings in SPGI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,485 | 824 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $343,249 | 807 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $353,270 | 676 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $322,688 | 663 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $349,593 | 663 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||