Position in SPGI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,279,026
-$128,823 QoQ
Shares Held
5,915
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#825
of 1,991 holders
Holding Since
Jun 2025
5 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, 2026Coastal Bridge Advisors, LLC holds $9,853,153 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (23.1% of the industry book) .
All Filings in SPGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,279,026 | 5,596 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,407,849 | 5,661 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,975,104 | 5,693 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,639,428 | 5,423 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,072,507 | 2,034 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||