Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$494,722
-$4,666,353 QoQ
Shares Held
1,357
-89.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,269
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, 2026Cornerstone Wealth Group, LLC holds $4,999,319 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (9.9% of the industry book) .
All Filings in SPGI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,722 | 1,284 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,161,075 | 12,134 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,490,045 | 12,419 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $280,831 | 577 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $304,246 | 577 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $271,325 | 534 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $363,063 | 729 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $424,661 | 822 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $357,691 | 802 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||