Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$25,044
-$7,707 QoQ
Shares Held
69
-14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,822
of 1,991 holders
Holding Since
Jun 2023
13 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, 2026First Pacific Financial holds $756,639 across 7 Financial Data & Stock Exchanges names. SPGI ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
8,636 | $680,689 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
69 | $25,044 | |
| 3 | CME |
Cme Group Inc.
|
69 | $15,237 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
45 | $10,920 | |
| 5 | MCO |
Moodys Corp /De/
|
21 | $9,511 | |
| 6 | MSCI |
MSCI Inc.
|
16 | $8,960 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
51 | $6,278 |
All Filings in SPGI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,044 | 65 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $32,751 | 77 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $33,968 | 65 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $36,016 | 74 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $25,837 | 49 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $82,312 | 162 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $34,364 | 69 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $37,713 | 73 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $32,557 | 73 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $20,847 | 49 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $21,585 | 49 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $22,290 | 61 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,810 | 12 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||