Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$978,656
-$85,119 QoQ
Shares Held
2,685
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,040
of 1,991 holders
Holding Since
Dec 2020
23 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, 2026Marshall Financial Group, LLC holds $2,460,610 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
3,272 | $1,481,954 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
2,685 | $978,656 |
All Filings in SPGI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $978,656 | 2,540 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,063,775 | 2,501 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,304,907 | 2,497 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,215,314 | 2,497 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,329,825 | 2,522 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,286,001 | 2,531 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,281,431 | 2,573 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,324,097 | 2,563 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,146,665 | 2,571 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,110,849 | 2,611 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,156,805 | 2,626 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $963,586 | 2,637 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,046,723 | 2,611 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $958,805 | 2,781 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $962,282 | 2,873 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $988,417 | 3,237 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,111,623 | 3,298 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,408,576 | 5,872 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,681,034 | 5,681 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,372,160 | 5,583 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,218,892 | 5,406 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,051,233 | 5,813 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,864,556 | 5,672 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||