Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$305,926
New position
Shares Held
839
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,466
of 1,991 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Facet Wealth, Inc. holds $554,126 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
839 | $305,926 | |
| 2 | MCO |
Moodys Corp /De/
|
548 | $248,200 |
All Filings in SPGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,926 | 794 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||