Regal Investment Advisors LLC

Position in SPGI — S&P Global Inc.

CIK 1559789 KENTWOOD, MI

Position in SPGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,038,105

-$151,145 QoQ

Shares Held

2,694

-8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,024

of 1,991 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 4% None 96%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $6,438,266 across 5 Financial Data & Stock Exchanges names. SPGI ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	12,125	$2,789,720
2	CME	Cme Group Inc.	6,538	$1,443,786
3	SPGI	S&P Global Inc. This page	2,694	$1,038,105
4	COIN	Coinbase Global, Inc.	4,622	$675,690
5	MCO	Moodys Corp /De/	1,084	$490,965

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,038,105	2,549	-8.8%	Shares	Sole	2026-08-14
2026-03-31	$1,189,250	2,796	+7.4%	Shares	Sole	2026-05-14
2025-12-31	$1,360,824	2,604	+6.0%	Shares	Sole	2026-02-17
2025-09-30	$1,195,846	2,457	+1.9%	Shares	Sole	2025-11-13
2025-06-30	$1,271,823	2,412	+5.2%	Shares	Sole	2025-08-11
2025-03-31	$1,164,565	2,292	-47.5%	Shares	Sole	2025-05-12
2024-12-31	$2,172,904	4,363	-1.0%	Shares	Sole	2025-02-13
2024-09-30	$2,276,227	4,406	-3.1%	Shares	Sole	2024-11-12
2024-06-30	$2,027,515	4,546	+0.6%	Shares	Sole	2024-08-15
2024-03-31	$1,921,757	4,517	+3.2%	Shares	Sole	2024-05-15
2023-12-31	$1,927,715	4,376	+66.6%	Shares	Sole	2024-02-14
2023-09-30	$959,932	2,627	+56.4%	Shares	Sole	2023-11-13
2023-06-30	$673,495	1,680	+5.7%	Shares	Sole	2023-08-11
2023-03-31	$547,839	1,589	+41.6%	Shares	Sole	2023-05-11
2022-12-31	$375,802	1,122	-1.6%	Shares	Sole	2023-03-01
2022-09-30	$348,098	1,140	-0.4%	Shares	Sole	2022-11-15
2022-06-30	$385,933	1,145	+1.2%	Shares	Sole	2022-08-09
2022-03-31	$463,913	1,131	-54.9%	Shares	Sole	2022-05-09
2021-12-31	$1,184,544	2,510	-17.4%	Shares	Sole	2022-02-10
2021-09-30	$1,291,240	3,039	-5.7%	Shares	Sole	2021-11-05
2021-06-30	$1,322,059	3,221	+109.2%	Shares	Sole	2021-08-09
2020-12-31	$506,244	1,540	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.