FLAGSHIP HARBOR ADVISORS, LLC

Position in SPGI — S&P Global Inc.

CIK 1691766 BOSTON, MA

Position in SPGI

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,251,062

-$39,419 QoQ

Shares Held

3,432

+7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#974

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $2,842,013 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	3,432	$1,251,062
2	CME	Cme Group Inc.	2,734	$603,749
3	ICE	Intercontinental Exchange, Inc.	4,362	$537,005
4	CBOE	Cboe Global Markets, Inc.	1,013	$245,824
5	COIN	Coinbase Global, Inc.	1,398	$204,373

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,251,062	3,247	+7.0%	Shares	Sole	2026-07-22
2026-03-31	$1,290,481	3,034	+13.1%	Shares	Sole	2026-04-28
2025-12-31	$1,401,586	2,682	-32.0%	Shares	Sole	2026-01-21
2025-09-30	$1,918,610	3,942	-1.1%	Shares	Sole	2025-11-05
2025-06-30	$2,102,305	3,987	-0.0%	Shares	Sole	2025-08-04
2025-03-31	$2,026,302	3,988	+1.4%	Shares	Sole	2025-04-22
2024-12-31	$1,959,249	3,934	+3.8%	Shares	Sole	2025-01-21
2024-09-30	$1,958,506	3,791	-9.7%	Shares	Sole	2024-10-21
2024-06-30	$1,872,307	4,198	-3.8%	Shares	Sole	2025-12-02
2024-03-31	$1,857,089	4,365	+4.3%	Shares	Sole	2024-04-16
2023-12-31	$1,843,576	4,185	+25.5%	Shares	Sole	2024-01-10
2023-09-30	$1,218,276	3,334	+1.5%	Shares	Sole	2023-10-17
2023-06-30	$1,316,923	3,285	+0.2%	Shares	Sole	2023-07-11
2023-03-31	$1,129,811	3,277	+7.8%	Shares	Sole	2023-04-12
2022-12-31	$1,018,217	3,040	+7.2%	Shares	Sole	2023-01-13
2022-09-30	$865,667	2,835	-1.6%	Shares	Sole	2022-10-13
2022-06-30	$971,069	2,881	+6.3%	Shares	Sole	2022-07-13
2022-03-31	$1,111,997	2,711	+9.5%	Shares	Sole	2022-04-13
2021-12-31	$1,168,498	2,476	+23.7%	Shares	Sole	2022-02-17
2021-09-30	$850,204	2,001	0.0%	Shares	Sole	2021-11-01
2021-06-30	$821,310	2,001	+1.9%	Shares	Sole	2021-07-26
2021-03-31	$692,683	1,963	-6.8%	Shares	Sole	2021-05-03
2020-12-31	$692,634	2,107	+9.4%	Shares	Sole	2021-02-08
2020-09-30	$694,515	1,926	+0.1%	Shares	Sole	2020-10-13
2020-06-30	$633,919	1,924	+4.8%	Shares	Sole	2020-07-31
2020-03-31	$449,911	1,836	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.