Robertson Stephens Wealth Management, LLC

Position in SPGI — S&P Global Inc.

CIK 1767307 San Francisco, CA

Back to SPGI Full portfolio

Position in SPGI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,779,318

-$534,106 QoQ

Shares Held

4,618

-19.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#887

of 1,991 holders

Holding Since

Mar 2020

26 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, 2026

Robertson Stephens Wealth Management, LLC holds $3,352,059 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (53.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	4,618	$1,779,318
2	MCO	Moodys Corp /De/	2,243	$1,015,899
3	MSCI	MSCI Inc.	557	$311,942
4	CME	Cme Group Inc.	1,109	$244,900

All Filings in SPGI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,779,318	4,369	-19.7%	Shares	Sole	2026-07-29
2026-03-31	$2,313,424	5,439	-17.7%	Shares	Sole	2026-04-28
2025-12-31	$3,453,274	6,608	+10.8%	Shares	Sole	2026-02-02
2025-09-30	$2,903,712	5,966	-6.3%	Shares	Sole	2025-11-12
2025-06-30	$3,357,255	6,367	+28.7%	Shares	Sole	2025-07-24
2025-03-31	$2,513,570	4,947	-0.3%	Shares	Sole	2025-04-17
2024-12-31	$2,471,722	4,963	-0.1%	Shares	Sole	2025-01-27
2024-09-30	$2,567,085	4,969	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$2,227,323	4,994	+3.2%	Shares	Sole	2024-08-13
2024-03-31	$2,058,327	4,838	-1.4%	Shares	Sole	2024-05-15
2023-12-31	$2,161,631	4,907	+0.3%	Shares	Sole	2024-02-06
2023-09-30	$1,786,854	4,890	-0.7%	Shares	Sole	2023-11-13
2023-06-30	$1,974,383	4,925	-1.2%	Shares	Sole	2023-08-11
2023-03-31	$1,717,989	4,983	-4.1%	Shares	Sole	2023-05-11
2022-12-31	$1,740,013	5,195	+0.2%	Shares	Sole	2023-02-14
2022-09-30	$1,583,239	5,185	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$1,731,477	5,137	-0.7%	Shares	Sole	2022-08-12
2022-03-31	$2,122,271	5,174	+4.0%	Shares	Sole	2022-05-16
2021-12-31	$2,348,795	4,977	+1.4%	Shares	Sole	2022-02-14
2021-09-30	$2,084,935	4,907	-1.8%	Shares	Sole	2021-11-10
2021-06-30	$2,050,197	4,995	+3.3%	Shares	Sole	2021-08-17
2021-03-31	$1,706,126	4,835	+0.4%	Shares	Sole	2021-05-07
2020-12-31	$1,583,492	4,817	-1.8%	Shares	Sole	2021-02-10
2020-09-30	$1,768,382	4,904	-0.5%	Shares	Sole	2020-11-10
2020-06-30	$1,624,665	4,931	+393.1%	Shares	Sole	2020-08-12
2020-03-31	$245,050	1,000	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.