Position in SPGI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$249,673
-$67,205 QoQ
Shares Held
685
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,549
of 1,991 holders
Holding Since
Jun 2020
15 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, 2026Cooper Financial Group holds $514,508 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
3,360 | $264,835 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
685 | $249,673 |
All Filings in SPGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,673 | 648 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $316,878 | 745 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $440,020 | 842 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $383,527 | 788 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $254,050 | 500 | Shares | Sole | 2025-05-12 | |
| 2022-09-30 | $337,106 | 1,104 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $373,799 | 1,109 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $465,964 | 1,136 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $523,842 | 1,110 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $426,589 | 1,004 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $381,718 | 930 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $311,937 | 884 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $308,019 | 937 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $317,327 | 880 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $297,190 | 902 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||