Position in SPGI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,415,281
-$24,018 QoQ
Shares Held
9,369
+9.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#728
of 1,991 holders
Holding Since
Mar 2020
25 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, 2026Sequoia Financial Advisors, LLC holds $26,519,971 across 11 Financial Data & Stock Exchanges names. SPGI ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
85,621 | $6,748,647 | |
| 2 | CME |
Cme Group Inc.
|
26,009 | $5,743,567 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
9,369 | $3,415,281 | |
| 4 | MCO |
Moodys Corp /De/
|
6,044 | $2,737,448 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
19,109 | $2,352,508 | |
| 6 | MSCI |
MSCI Inc.
|
2,835 | $1,587,713 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
5,800 | $1,407,486 | |
| 8 | COIN |
Coinbase Global, Inc.
|
6,593 | $963,830 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,415,281 | 8,864 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,439,299 | 8,086 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,989,166 | 9,547 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,222,696 | 8,676 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,486,711 | 8,509 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,558,224 | 7,003 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,915,965 | 5,855 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,880,673 | 5,576 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,186,291 | 4,902 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,982,171 | 4,659 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,168,660 | 7,193 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,466,024 | 4,012 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,897,813 | 4,734 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,120,157 | 3,249 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,036,974 | 3,096 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $499,552 | 1,636 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $743,891 | 2,207 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $883,527 | 2,154 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $471,929 | 1,000 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $363,248 | 885 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $307,702 | 872 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $278,434 | 847 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $313,721 | 870 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $285,988 | 868 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $252,401 | 1,030 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||