Position in SPGI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$281,009
-$14,602 QoQ
Shares Held
729
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,506
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, 2026Brendel Financial Advisors LLC holds $281,009 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
|
729 | $281,009 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,009 | 690 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $295,611 | 695 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,202,146 | 8,041 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,791,471 | 7,790 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,051,169 | 7,683 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,868,165 | 7,613 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,766,102 | 7,562 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,033,252 | 7,807 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,513,587 | 7,878 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $328,447 | 772 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,796,401 | 8,618 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,240,455 | 8,868 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,402,132 | 5,992 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $236,167 | 685 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $3,485,051 | 10,405 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $207,637 | 680 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $230,211 | 683 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,281,420 | 5,562 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,915,150 | 10,415 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,388,263 | 10,328 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,193,978 | 10,218 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,512,468 | 9,954 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $231,425 | 704 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $249,535 | 692 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,055,983 | 3,205 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $786,120 | 3,208 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||