Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$623,107
-$181,636 QoQ
Shares Held
1,617
-19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,187
of 1,991 holders
Holding Since
Jun 2021
21 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, 2026Legacy Financial Advisors, Inc. holds $4,476,970 across 8 Financial Data & Stock Exchanges names. SPGI ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
9,085 | $1,118,454 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
8,745 | $689,280 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
1,617 | $623,107 | |
| 4 | CME |
Cme Group Inc.
|
2,740 | $605,074 | |
| 5 | MCO |
Moodys Corp /De/
|
1,183 | $535,804 | |
| 6 | FDS |
Factset Research Systems Inc
|
1,699 | $390,905 | |
| 7 | MSCI |
MSCI Inc.
|
541 | $302,981 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
871 | $211,365 |
All Filings in SPGI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,107 | 1,530 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $804,743 | 1,892 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $716,993 | 1,372 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $651,704 | 1,339 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $725,023 | 1,375 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $677,297 | 1,333 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $654,411 | 1,314 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $638,025 | 1,235 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $532,077 | 1,193 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $482,034 | 1,133 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $489,858 | 1,112 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $404,143 | 1,106 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $423,339 | 1,056 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $362,698 | 1,052 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $317,523 | 948 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $226,875 | 743 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $230,886 | 685 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $258,003 | 629 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $272,303 | 577 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $232,839 | 548 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $212,202 | 517 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||