Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$272,049
-$5,698 QoQ
Shares Held
706
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,515
of 1,991 holders
Holding Since
Jun 2020
24 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, 2026Pasadena Private Wealth, LLC holds $507,567 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
706 | $272,049 | |
| 2 | MCO |
Moodys Corp /De/
|
520 | $235,518 |
All Filings in SPGI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,049 | 668 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $277,747 | 653 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $341,251 | 653 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $317,821 | 653 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $344,320 | 653 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $331,789 | 653 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $325,213 | 653 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $337,352 | 653 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $291,237 | 653 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $277,818 | 653 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $287,659 | 653 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $238,612 | 653 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $261,781 | 653 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $225,134 | 653 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $218,715 | 653 | Shares | Sole | 2023-02-02 | |
| 2022-06-30 | $220,100 | 653 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $269,078 | 656 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $308,170 | 653 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $277,453 | 653 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $268,023 | 653 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $229,012 | 649 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $213,345 | 649 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $234,029 | 649 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $214,491 | 651 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||