Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$666,684
+$54,195 QoQ
Shares Held
1,730
+13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,163
of 1,991 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Prudent Man Advisors, LLC holds $666,684 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
|
1,730 | $666,684 |
All Filings in SPGI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,684 | 1,637 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $612,489 | 1,440 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $509,002 | 974 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $477,949 | 982 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,036,652 | 1,966 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,013,151 | 1,994 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $968,668 | 1,945 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $998,109 | 1,932 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $715,829 | 1,605 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $659,022 | 1,549 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $779,279 | 1,769 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $686,605 | 1,879 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $667,130 | 1,935 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $648,108 | 1,935 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||