Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$620,663
-$104,115 QoQ
Shares Held
1,611
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,189
of 1,991 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Phoenix Financial Ltd. holds $2,157,215 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (28.8% of the industry book) .
All Filings in SPGI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,663 | 1,524 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $724,778 | 1,704 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $1,364,626 | 2,588 | Shares | Sole | 2025-07-30 | |
| 2022-09-30 | $464,437 | 1,521 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $693,332 | 2,057 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,383,536 | 3,373 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $2,323,311 | 4,923 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,936,648 | 4,558 | Shares | Defined | 2021-10-27 | |
| 2021-03-31 | $1,972,896 | 5,591 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $5,633,116 | 17,136 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,067,624 | 8,507 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $2,974,216 | 9,027 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $1,978,778 | 8,075 | Shares | Defined | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||