Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,884,606
-$4,025,711 QoQ
Shares Held
25,654
-25.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#480
of 1,991 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $20,142,118 across 8 Financial Data & Stock Exchanges names. SPGI ranks #1 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
25,654 | $9,884,606 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
16,466 | $3,995,803 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
16,462 | $2,026,636 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
23,916 | $1,885,059 | |
| 5 | MCO |
Moodys Corp /De/
|
2,421 | $1,096,519 | |
| 6 | CME |
Cme Group Inc.
|
2,865 | $632,677 | |
| 7 | COIN |
Coinbase Global, Inc.
|
2,861 | $418,249 | |
| 8 | TRU |
TransUnion
|
2,808 | $202,569 |
All Filings in SPGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,884,606 | 24,271 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,910,317 | 32,704 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $27,484,052 | 52,592 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,332,229 | 35,611 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,524,226 | 35,131 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $17,688,484 | 34,813 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,679,023 | 33,490 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,676,783 | 7,117 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,995,780 | 6,717 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,984,956 | 7,016 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,067,781 | 6,964 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||