Position in SPGI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$385
-$40 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,987
of 1,991 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026West Branch Capital LLC holds $837 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1 | $452 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1 | $385 |
All Filings in SPGI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385 | 1 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $425 | 1 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $39,194 | 75 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $43,803 | 90 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $50,092 | 95 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $48,269 | 95 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $49,802 | 100 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $49,078 | 95 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $41,923 | 94 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $39,992 | 94 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $45,373 | 103 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $34,348 | 94 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $37,683 | 94 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $32,408 | 94 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $31,484 | 94 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $28,702 | 94 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $31,683 | 94 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $38,556 | 94 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $37,754 | 80 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $33,991 | 80 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $32,836 | 80 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||