Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$707,003
+$249,338 QoQ
Shares Held
1,835
+61.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,142
of 1,991 holders
Holding Since
Jun 2021
21 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, 2026West Family Investments, Inc. holds $3,099,939 across 7 Financial Data & Stock Exchanges names. SPGI ranks #1 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,835 | $707,003 | |
| 2 | MCO |
Moodys Corp /De/
|
1,049 | $475,113 | |
| 3 | CME |
Cme Group Inc.
|
2,089 | $461,313 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
5,540 | $436,662 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,550 | $376,138 | |
| 6 | MSCI |
MSCI Inc.
|
603 | $337,704 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,330 | $306,006 |
All Filings in SPGI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,003 | 1,736 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $457,665 | 1,076 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $572,236 | 1,095 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $747,099 | 1,535 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $799,371 | 1,516 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $546,715 | 1,076 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $494,543 | 993 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $597,212 | 1,156 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $463,839 | 1,040 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $438,638 | 1,031 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $449,330 | 1,020 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $350,428 | 959 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $384,453 | 959 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $367,524 | 1,066 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $357,046 | 1,066 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $375,275 | 1,229 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $421,324 | 1,250 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $550,051 | 1,341 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $394,533 | 836 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $355,208 | 836 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $332,464 | 810 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||