Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$785,618
-$438,074 QoQ
Shares Held
2,155
-29.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,112
of 2,001 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $4,832,353 across 14 Financial Data & Stock Exchanges names. SPGI ranks #1 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
2,155 | $785,618 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
9,584 | $755,406 | |
| 3 | MCO |
Moodys Corp /De/
|
1,325 | $600,113 | |
| 4 | MSCI |
MSCI Inc.
|
1,046 | $585,798 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
4,719 | $580,951 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,767 | $406,546 | |
| 7 | CME |
Cme Group Inc.
|
1,639 | $361,936 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,826 | $266,939 |
All Filings in SPGI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,618 | 2,039 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,223,692 | 2,877 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $805,827 | 1,542 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $920,852 | 1,892 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,017,666 | 1,930 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $707,780 | 1,393 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $562,272 | 1,129 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $334,768 | 648 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $196,679 | 441 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $184,642 | 434 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $163,870 | 372 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $124,237 | 340 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $130,286 | 325 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $137,215 | 398 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $131,629 | 393 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $152,674 | 500 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $149,316 | 443 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $196,065 | 478 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $181,692 | 385 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||