Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$309,924
+$95,140 QoQ
Shares Held
804
+85.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,463
of 1,991 holders
Holding Since
Dec 2025
2 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, 2026Klingman & Associates, LLC holds $564,012 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
804 | $309,924 | |
| 2 | MCO |
Moodys Corp /De/
|
561 | $254,088 |
All Filings in SPGI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,924 | 761 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $214,784 | 411 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||