Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$290,783
-$12,909 QoQ
Shares Held
755
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,491
of 1,991 holders
Holding Since
Dec 2024
7 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, 2026AG Asset Advisory, LLC holds $290,783 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
|
755 | $290,783 |
All Filings in SPGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,783 | 714 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $303,692 | 714 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $373,129 | 714 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $347,510 | 714 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $376,485 | 714 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $362,783 | 714 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $355,593 | 714 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||