Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$229,286
-$53,137 QoQ
Shares Held
595
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,594
of 1,991 holders
Holding Since
Jun 2020
11 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, 2026Advisor OS, LLC holds $229,286 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
595 | $229,286 |
All Filings in SPGI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,286 | 563 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $282,423 | 664 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $330,275 | 632 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $301,273 | 619 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $439,230 | 833 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $393,775 | 775 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $381,490 | 766 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $387,463 | 750 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $289,897 | 650 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $328,020 | 771 | Shares | Sole | 2024-05-09 | |
| 2020-06-30 | $346,612 | 1,052 | Shares | Sole | 2020-08-28 | |
| No filing history on record for this holder in this stock. | ||||||