Position in SPGI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$238,114
-$45,162 QoQ
Shares Held
653
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,578
of 1,991 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $455,059 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
653 | $238,114 | |
| 2 | COIN |
Coinbase Global, Inc.
|
1,484 | $216,945 |
All Filings in SPGI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,114 | 618 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $283,276 | 666 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $329,754 | 631 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $369,899 | 760 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $406,540 | 771 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $383,107 | 754 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $450,717 | 905 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $476,840 | 923 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $388,019 | 870 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $382,905 | 900 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $392,503 | 891 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $342,754 | 938 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $360,400 | 899 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $304,087 | 882 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||