Position in SPGI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,155,742
-$256,786 QoQ
Shares Held
5,914
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#839
of 1,991 holders
Holding Since
Dec 2020
21 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, 2026CFS Investment Advisory Services, LLC holds $3,019,187 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (71.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
5,914 | $2,155,742 | |
| 2 | CME |
Cme Group Inc.
|
3,910 | $863,445 |
All Filings in SPGI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,155,742 | 5,595 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,412,528 | 5,672 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,220,722 | 6,163 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,990,346 | 6,144 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,240,724 | 6,146 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,215,256 | 6,328 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,229,226 | 6,484 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,374,045 | 6,531 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,948,951 | 6,612 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,820,733 | 6,630 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,001,703 | 6,814 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,796,482 | 7,653 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,078,835 | 7,680 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,619,562 | 7,598 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,519,419 | 7,522 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,000 | 2,324,019 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,605,810 | 7,731 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $8,000 | 3,182,997 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $3,749,011 | 7,944 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,730,768 | 6,427 | Shares | Sole | 2021-11-19 | |
| 2020-12-31 | $2,218,269 | 6,748 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||