Position in SPGI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,777,859
-$790,163 QoQ
Shares Held
24,081
+1.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#503
of 1,991 holders
Holding Since
Jun 2024
9 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, 2026Foster Victor Wealth Advisors, LLC holds $22,561,270 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
174,872 | $13,783,411 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
24,081 | $8,777,859 |
All Filings in SPGI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,777,859 | 22,782 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $9,568,022 | 22,495 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $22,855,473 | 43,735 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $17,154,581 | 35,246 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $16,516,306 | 31,323 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $15,212,514 | 29,940 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $14,199,830 | 28,512 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $13,252,854 | 25,653 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,413,479 | 14,380 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||