Position in SPGI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$278,955
+$66,286 QoQ
Shares Held
765
+44.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,509
of 1,991 holders
Holding Since
Sep 2024
8 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, 2026Plancorp, LLC holds $278,955 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
|
765 | $278,955 |
All Filings in SPGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,955 | 724 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $212,669 | 500 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $305,715 | 585 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $294,459 | 605 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $358,557 | 680 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $299,779 | 590 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $316,249 | 635 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $204,581 | 396 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||