Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$35,832
-$2,448 QoQ
Shares Held
98
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,797
of 1,991 holders
Holding Since
Sep 2020
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, 2026Fortis Group Advisors, LLC holds $36,816 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (97.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
98 | $35,832 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
8 | $984 |
All Filings in SPGI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,832 | 93 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $38,280 | 90 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $47,033 | 90 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $43,803 | 90 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $47,456 | 90 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $45,729 | 90 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $44,822 | 90 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $46,495 | 90 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $40,139 | 90 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $38,290 | 90 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $79,292 | 180 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $32,886 | 90 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $32,453 | 90 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||