Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$235,396
+$145,971 QoQ
Shares Held
611
+184.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,580
of 1,991 holders
Holding Since
Jun 2021
12 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, 2026Focused Wealth Management, Inc holds $235,396 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
611 | $235,396 |
All Filings in SPGI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,396 | 578 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $89,425 | 203 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $74,178 | 203 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $81,380 | 203 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $69,988 | 203 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $67,992 | 203 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $61,986 | 203 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $68,423 | 203 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $83,266 | 203 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $94,385 | 200 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $84,978 | 200 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $82,090 | 200 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||