Focus Partners Wealth

Position in SPGI — S&P Global Inc.

CIK 1542153 ST LOUIS, MO

Position in SPGI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$116,035,721

+$25,125,827 QoQ

Shares Held

288,357

+56.8% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 83.32681393641185.ToString("F0")% Shared 0.ToString("F0")% None 16.673186063588137.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $820,136,428 across 11 Financial Data & Stock Exchanges names. SPGI ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	2,900,880	$456,250,406
2	SPGI	S&P Global Inc. This page	288,357	$116,035,721
3	CME	Cme Group Inc.	365,881	$108,062,953
4	MSCI	MSCI Inc.	80,312	$43,288,971
5	MCO	Moodys Corp /De/	73,899	$32,238,438
6	MORN	Morningstar, Inc.	134,871	$22,799,942
7	CBOE	Cboe Global Markets, Inc.	79,135	$22,242,474
8	COIN	Coinbase Global, Inc.	83,341	$14,552,172

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$116,035,721	288,357	+56.8%	Shares	Sole	2026-05-15
2025-12-31	$90,909,894	183,876	+2.2%	Shares	Sole	2026-02-13
2025-09-30	$82,853,978	179,936	-1.3%	Shares	Sole	2025-11-14
2025-06-30	$90,902,909	182,223	+1.2%	Shares	Sole	2025-08-14
2025-03-31	$86,548,130	180,046	-16.7%	Shares	Sole	2025-05-20
2024-12-31	$101,882,701	216,232	+32.6%	Shares	Sole	2025-05-29
2024-09-30	$79,678,746	163,022	-32.2%	Shares	Sole	2024-11-14
2024-06-30	$101,435,249	240,397	+3368.4%	Shares	Sole	2024-08-15
2024-03-31	$2,789,776	6,931	+180.5%	Shares	Sole	2024-05-16
2023-12-31	$1,029,824	2,471	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.