Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$553,059
-$276,353 QoQ
Shares Held
1,435
-30.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,237
of 1,991 holders
Holding Since
Mar 2025
6 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, 2026Rothschild Wealth LLC holds $1,902,627 across 6 Financial Data & Stock Exchanges names. SPGI ranks #1 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,435 | $553,059 | |
| 2 | MSCI |
MSCI Inc.
|
559 | $313,062 | |
| 3 | MCO |
Moodys Corp /De/
|
684 | $309,797 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
2,185 | $268,995 | |
| 5 | FDS |
Factset Research Systems Inc
|
1,057 | $243,194 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
884 | $214,520 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,059 | 1,358 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $829,412 | 1,950 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $246,662 | 472 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $239,461 | 492 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $230,425 | 437 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $214,926 | 423 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||