Position in SPGI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,896,486
-$188,453 QoQ
Shares Held
12,708
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#638
of 1,991 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Derivatives in SPGI
reported options exposure · as of Dec 31, 2021CallValue
$0
CallShares
0
PutValue
$188,771
PutShares
423
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $14,788,395 across 7 Financial Data & Stock Exchanges names. SPGI ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
21,530 | $4,953,622 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
12,708 | $4,896,486 | |
| 3 | CME |
Cme Group Inc.
|
11,117 | $2,454,967 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
10,678 | $1,314,568 | |
| 5 | MCO |
Moodys Corp /De/
|
1,231 | $557,544 | |
| 6 | COIN |
Coinbase Global, Inc.
|
2,702 | $395,005 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
2,743 | $216,203 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,896,486 | 12,023 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $5,084,939 | 11,955 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,052,637 | 11,582 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,647,296 | 11,603 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,048,016 | 11,470 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,484,135 | 20,634 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,327,149 | 20,736 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $10,711,083 | 20,733 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,853,923 | 22,094 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,479,877 | 22,282 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,825,357 | 22,304 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,117,217 | 22,214 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,898,554 | 22,197 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,613,901 | 22,084 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,398,825 | 22,090 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,741,516 | 22,078 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,438,239 | 22,068 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $9,191,722 | 22,409 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $10,560,849 | 22,378 | Shares | Sole | 2022-02-17 | |
| 2021-12-31 | $188,771 | 400 | Put | Sole | 2022-02-17 | |
| 2021-09-30 | $9,524,334 | 22,416 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $9,176,020 | 22,356 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $7,718,326 | 21,873 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $807,032 | 2,455 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $441,090 | 1,800 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||