Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$269,708
-$62,907 QoQ
Shares Held
740
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,518
of 1,991 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $478,485 across 10 Financial Data & Stock Exchanges names. SPGI ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
740 | $269,708 | |
| 2 | CME |
Cme Group Inc.
|
549 | $121,235 | |
| 3 | MCO |
Moodys Corp /De/
|
114 | $51,632 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
238 | $29,300 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
33 | $2,601 | |
| 6 | COIN |
Coinbase Global, Inc.
|
10 | $1,461 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
6 | $1,456 | |
| 8 | MSCI |
MSCI Inc.
|
1 | $560 |
All Filings in SPGI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,708 | 700 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $332,615 | 782 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $408,665 | 782 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $292,999 | 602 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $317,428 | 602 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $305,876 | 602 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $324,715 | 652 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $336,836 | 652 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $281,871 | 632 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $268,884 | 632 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $277,527 | 630 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $230,573 | 631 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $246,547 | 615 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $214,446 | 622 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $215,031 | 642 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $276,036 | 904 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $233,245 | 692 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $283,844 | 692 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,415 | 3 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,274 | 3 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,231 | 3 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,058 | 3 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $986 | 3 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,081 | 3 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||