BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in SPGI — S&P Global Inc.

CIK 1654599 MORRISTOWN, NJ

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Position in SPGI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$21,576

-$2,243 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,836

of 1,991 holders

Holding Since

Jun 2023

4 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Common Shares in SPGI Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $12,176,807 across 6 Financial Data & Stock Exchanges names. SPGI ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	28,092	$6,203,556
2	MCO	Moodys Corp /De/	12,505	$5,663,764
3	FDS	Factset Research Systems Inc	864	$198,789
4	MSCI	MSCI Inc.	150	$84,006
5	SPGI	S&P Global Inc. This page	59	$21,576
6	COIN	Coinbase Global, Inc.	35	$5,116

All Filings in SPGI

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,576	56	0.0%	Shares	Sole	2026-07-08
2026-03-31	$23,819	56	-98.8%	Shares	Sole	2026-04-14
2023-09-30	$1,729,485	4,733	+0.1%	Shares	Sole	2023-10-31
2023-06-30	$1,896,209	4,730	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.