Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,526,817
+$523,866 QoQ
Shares Held
3,963
+59.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#921
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Circle Wealth Management, LLC holds $2,425,863 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
3,963 | $1,526,817 | |
| 2 | MCO |
Moodys Corp /De/
|
1,985 | $899,046 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,526,817 | 3,749 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,002,951 | 2,358 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $823,601 | 1,576 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $754,400 | 1,550 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $644,348 | 1,222 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $645,287 | 1,270 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $627,517 | 1,260 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $642,158 | 1,243 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $622,615 | 1,396 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $724,966 | 1,704 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $711,439 | 1,615 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $646,775 | 1,770 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $595,722 | 1,486 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $513,707 | 1,490 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $502,745 | 1,501 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $449,475 | 1,472 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $502,556 | 1,491 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $614,039 | 1,497 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $633,801 | 1,343 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $705,317 | 1,660 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $786,832 | 1,917 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $563,533 | 1,597 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $671,266 | 2,042 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $588,499 | 1,632 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $506,081 | 1,536 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $224,465 | 916 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||