Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$386,896
-$54,181 QoQ
Shares Held
1,004
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,382
of 1,991 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Fiduciary Group, LLC holds $20,608,415 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
44,647 | $20,221,519 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,004 | $386,896 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,896 | 950 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $441,077 | 1,037 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $540,358 | 1,034 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $452,640 | 930 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $480,361 | 911 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $472,024 | 929 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $462,669 | 929 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $479,940 | 929 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $421,469 | 945 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $404,177 | 950 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $418,493 | 950 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $347,139 | 950 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $380,845 | 950 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $324,773 | 942 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $319,867 | 955 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $298,021 | 976 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $328,970 | 976 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $345,781 | 843 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $390,758 | 828 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $351,808 | 828 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $337,389 | 822 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $290,059 | 822 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $270,216 | 822 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $287,398 | 797 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $262,595 | 797 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||