Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,104,312
-$695 QoQ
Shares Held
5,462
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#845
of 1,991 holders
Holding Since
Jun 2024
9 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, 2026Stamos Capital Partners, L.P. holds $10,899,746 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (19.3% of the industry book) .
All Filings in SPGI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,104,312 | 5,167 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,105,007 | 4,949 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,676,468 | 3,208 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $589,405 | 1,211 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $868,974 | 1,648 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $602,098 | 1,185 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $752,025 | 1,510 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $258,310 | 500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $521,819 | 1,170 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||