Position in SPGI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$276,045
-$301,416 QoQ
Shares Held
686
-41.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,502,855 across 5 Financial Data & Stock Exchanges names.
All Filings in SPGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,045 | 649 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $577,461 | 1,105 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $367,466 | 755 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $378,066 | 717 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $332,297 | 654 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $335,672 | 674 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $337,869 | 654 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $285,885 | 641 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $251,866 | 592 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $216,735 | 492 | Shares | Defined | 2024-02-13 | |
| 2020-03-31 | $215,153 | 878 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||