Dynamic Advisor Solutions LLC

Position in SPGI — S&P Global Inc.

CIK 1599747 PHOENIX, AZ

Position in SPGI

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,597,293

-$2,213,302 QoQ

Shares Held

7,125

-40.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#789

of 1,991 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $4,928,402 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	7,125	$2,597,293
2	CBOE	Cboe Global Markets, Inc.	4,745	$1,151,469
3	CME	Cme Group Inc.	2,608	$575,924
4	ICE	Intercontinental Exchange, Inc.	2,551	$314,053
5	NDAQ	Nasdaq, Inc.	3,675	$289,663

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,597,293	6,741	-40.4%	Shares	Sole	2026-07-07
2026-03-31	$4,810,595	11,310	-29.4%	Shares	Sole	2026-04-08
2025-12-31	$8,377,117	16,030	+25.6%	Shares	Sole	2026-01-09
2025-09-30	$6,210,419	12,760	+2.4%	Shares	Sole	2025-10-09
2025-06-30	$6,567,924	12,456	+6.3%	Shares	Sole	2025-07-09
2025-03-31	$5,956,456	11,723	+6.2%	Shares	Sole	2025-04-17
2024-12-31	$5,496,756	11,037	+34.2%	Shares	Sole	2025-01-21
2024-09-30	$4,248,683	8,224	+19.1%	Shares	Sole	2024-10-07
2024-06-30	$3,080,521	6,907	-2.5%	Shares	Sole	2024-07-15
2024-03-31	$3,013,036	7,082	+5.0%	Shares	Sole	2024-04-12
2023-12-31	$2,972,188	6,747	+270.7%	Shares	Sole	2024-01-10
2023-09-30	$665,046	1,820	+53.2%	Shares	Sole	2023-10-11
2023-06-30	$476,257	1,188	-8.3%	Shares	Sole	2023-08-03
2023-03-31	$446,477	1,295	-15.9%	Shares	Sole	2023-04-11
2022-12-31	$515,472	1,539	-53.9%	Shares	Sole	2023-01-13
2022-09-30	$1,020,479	3,342	+9.5%	Shares	Sole	2022-10-20
2022-06-30	$1,028,707	3,052	-5.1%	Shares	Sole	2022-07-27
2022-03-31	$1,319,138	3,216	-4.5%	Shares	Sole	2022-04-11
2021-12-31	$1,589,932	3,369	+6.9%	Shares	Sole	2022-01-26
2021-09-30	$1,339,678	3,153	+6.6%	Shares	Sole	2021-10-28
2021-06-30	$1,214,111	2,958	+2.1%	Shares	Sole	2021-08-10
2021-03-31	$1,022,617	2,898	+21.2%	Shares	Sole	2021-04-27
2020-12-31	$786,322	2,392	+16.3%	Shares	Sole	2021-02-03
2020-09-30	$741,393	2,056	+31.0%	Shares	Sole	2020-10-27
2020-06-30	$517,283	1,570	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.