Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,351,972
-$205,961 QoQ
Shares Held
11,295
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#672
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026Advisory Services Network, LLC holds $20,462,073 across 10 Financial Data & Stock Exchanges names. SPGI ranks #1 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
11,295 | $4,351,972 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
26,377 | $3,247,265 | |
| 3 | COIN |
Coinbase Global, Inc.
|
21,972 | $3,212,082 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
8,927 | $2,166,311 | |
| 5 | MORN |
Morningstar, Inc.
|
13,457 | $2,099,558 | |
| 6 | CME |
Cme Group Inc.
|
7,173 | $1,584,006 | |
| 7 | MCO |
Moodys Corp /De/
|
3,001 | $1,359,205 | |
| 8 | FDS |
Factset Research Systems Inc
|
4,420 | $1,016,952 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,351,972 | 10,686 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $4,557,933 | 10,716 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,133,630 | 11,737 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,559,678 | 11,423 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $5,947,295 | 11,279 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $4,927,546 | 9,698 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,721,904 | 13,497 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,510,263 | 10,666 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,757,020 | 10,666 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,349,369 | 10,223 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,364,226 | 9,907 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,794,776 | 10,385 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,211,744 | 10,506 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,485,275 | 10,109 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3,402,985 | 10,160 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,264,491 | 10,691 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,889,668 | 11,540 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,105,056 | 7,570 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $1,287,422 | 2,728 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,028,231 | 2,420 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $787,651 | 1,919 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $772,078 | 2,188 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,181,781 | 3,595 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,480,980 | 4,107 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,433,894 | 4,352 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $730,737 | 2,982 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||