Position in SPGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,112,238
+$95,041 QoQ
Shares Held
4,966
+28.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $27,322,498 across 13 Financial Data & Stock Exchanges names. SPGI ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
67,896 | $20,053,083 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
4,966 | $2,112,238 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
10,942 | $1,720,957 | |
| 4 | MCO |
Moodys Corp /De/
|
1,978 | $862,902 | |
| 5 | MSCI |
MSCI Inc.
|
1,431 | $771,323 | |
| 6 | COIN |
Coinbase Global, Inc.
|
3,761 | $656,708 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,429 | $460,867 | |
| 8 | TRU |
TransUnion
|
3,129 | $216,495 |
All Filings in SPGI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,112,238 | 4,966 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,017,197 | 3,860 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,246,464 | 2,561 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,303,461 | 2,472 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,038,048 | 2,043 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $971,656 | 1,951 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $777,513 | 1,505 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $796,554 | 1,786 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $664,127 | 1,561 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $597,345 | 1,356 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $486,726 | 1,332 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $384,052 | 958 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $325,807 | 945 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $148,378 | 443 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $206,111 | 675 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $152,014 | 451 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $216,164 | 527 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $127,421 | 270 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $93,900 | 221 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,977 | 17 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||