Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,899,053
-$131,094 QoQ
Shares Held
4,929
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#873
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $39,450,943 across 9 Financial Data & Stock Exchanges names. SPGI ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
46,339 | $20,987,859 | |
| 2 | CME |
Cme Group Inc.
|
42,609 | $9,409,345 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
34,594 | $4,258,867 | |
| 4 | SPGI |
S&P Global Inc.
This page
|
4,929 | $1,899,053 | |
| 5 | COIN |
Coinbase Global, Inc.
|
9,542 | $1,394,944 | |
| 6 | MSCI |
MSCI Inc.
|
760 | $425,630 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,807 | $415,754 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,562 | $379,050 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,899,053 | 4,663 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,030,147 | 4,773 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,419,591 | 4,630 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,954,140 | 4,015 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,218,309 | 4,207 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,193,467 | 4,317 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,244,621 | 4,507 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,409,515 | 4,664 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,125,635 | 4,766 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,963,026 | 4,614 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,338,740 | 3,039 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,020,955 | 2,794 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,175,810 | 2,933 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,248,412 | 3,621 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,215,832 | 3,630 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $925,210 | 3,030 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $891,523 | 2,645 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,069,339 | 2,607 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,050,988 | 2,227 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $868,475 | 2,044 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $827,467 | 2,016 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $707,504 | 2,005 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $646,611 | 1,967 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $687,664 | 1,907 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $625,023 | 1,897 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $464,369 | 1,895 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||