Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$292,005
-$262,212 QoQ
Shares Held
758
-45.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,496
of 1,998 holders
Holding Since
Mar 2020
25 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, 2026Symphony Financial, Ltd. Co. holds $292,005 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
|
758 | $292,005 |
All Filings in SPGI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,005 | 717 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $554,217 | 1,303 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $285,856 | 547 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $428,304 | 880 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,733,202 | 3,287 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $312,264 | 627 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $364,217 | 705 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $304,617 | 683 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $333,127 | 783 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $408,362 | 927 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $370,160 | 1,013 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $443,384 | 1,106 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $438,892 | 1,273 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $769,692 | 2,298 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,506,291 | 4,933 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,157,857 | 6,402 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,783,070 | 6,785 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $307,226 | 651 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $331,414 | 780 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $327,539 | 798 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,514,199 | 7,125 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,231,418 | 6,788 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,328,394 | 6,457 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,217,400 | 6,730 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $846,402 | 3,454 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||