Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$72,436
-$21,989 QoQ
Shares Held
199
-15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,750
of 1,991 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $475,477 across 10 Financial Data & Stock Exchanges names. SPGI ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
548 | $248,200 | |
| 2 | MSCI |
MSCI Inc.
|
192 | $107,527 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
199 | $72,436 | |
| 4 | CME |
Cme Group Inc.
|
127 | $28,045 | |
| 5 | COIN |
Coinbase Global, Inc.
|
96 | $14,034 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
26 | $2,049 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
14 | $1,723 | |
| 8 | FDS |
Factset Research Systems Inc
|
3 | $690 |
All Filings in SPGI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,436 | 188 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $94,425 | 222 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $376,787 | 721 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $416,137 | 855 | Shares | Sole | 2025-10-21 | |
| 2023-06-30 | $730,822 | 1,823 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $586,109 | 1,700 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $491,691 | 1,468 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $436,650 | 1,430 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $465,142 | 1,380 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $467,194 | 1,139 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $520,066 | 1,102 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $415,542 | 978 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $357,091 | 870 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $267,475 | 758 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $204,141 | 621 | Shares | Other | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||