Concord Wealth Partners

Position in SPGI — S&P Global Inc.

CIK 1814214 ABINGDON, VA

Position in SPGI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$482,393

-$25,462 QoQ

Shares Held

1,323

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,284

of 1,991 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Concord Wealth Partners holds $518,365 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (93.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	1,323	$482,393
2	ICE	Intercontinental Exchange, Inc.	136	$16,742
3	NDAQ	Nasdaq, Inc.	162	$12,768
4	CME	Cme Group Inc.	20	$4,416
5	COIN	Coinbase Global, Inc.	14	$2,046

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$482,393	1,252	+4.9%	Shares	Sole	2026-07-27
2026-03-31	$507,855	1,194	+6.0%	Shares	Sole	2026-05-01
2025-12-31	$588,436	1,126	+4.5%	Shares	Sole	2026-01-29
2025-09-30	$524,673	1,078	+4.5%	Shares	Sole	2025-11-05
2025-06-30	$544,163	1,032	+2.8%	Shares	Sole	2025-07-25
2025-03-31	$510,132	1,004	+13.7%	Shares	Sole	2025-05-02
2024-12-31	$439,760	883	+15.6%	Shares	Sole	2025-01-24
2024-09-30	$394,697	764	+0.7%	Shares	Sole	2024-10-24
2024-06-30	$338,513	759	-0.1%	Shares	Sole	2024-07-31
2024-03-31	$323,342	760	+4.5%	Shares	Sole	2024-04-30
2023-12-31	$320,258	727	-62.1%	Shares	Sole	2024-04-30
2023-09-30	$701,587	1,920	+34.7%	Shares	Sole	2024-04-30
2023-06-30	$571,268	1,425	+117.9%	Shares	Sole	2023-08-08
2023-03-31	$225,479	654	+2872.7%	Shares	Sole	2023-04-26
2022-12-31	$7,368	22	-80.0%	Shares	Sole	2023-01-30
2022-06-30	$37,076	110	+13.4%	Shares	Sole	2022-08-04
2022-03-31	$39,787	97	-11.0%	Shares	Sole	2022-04-20
2021-12-31	$51,440	109	+36.2%	Shares	Sole	2022-01-21
2021-09-30	$33,991	80	-5.9%	Shares	Sole	2021-11-09
2021-06-30	$34,888	85	-62.4%	Shares	Sole	2021-07-29
2021-03-31	$79,748	226	+111.2%	Shares	Sole	2021-05-13
2020-12-31	$35,174	107	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.