Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$972,944
-$71,690 QoQ
Shares Held
2,525
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,041
of 1,991 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 1%
None 99%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Palumbo Wealth Management LLC holds $2,937,004 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
3,507 | $1,964,060 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
2,525 | $972,944 |
All Filings in SPGI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,944 | 2,389 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,044,634 | 2,456 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,297,068 | 2,482 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $1,212,881 | 2,492 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,308,206 | 2,481 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,308,865 | 2,576 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,184,813 | 2,379 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,226,972 | 2,375 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,057,465 | 2,371 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,006,614 | 2,366 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,040,067 | 2,361 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $860,905 | 2,356 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $942,091 | 2,350 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $808,485 | 2,345 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $783,424 | 2,339 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $717,572 | 2,350 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $790,068 | 2,344 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $959,410 | 2,339 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,101,484 | 2,334 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $989,993 | 2,330 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $954,706 | 2,326 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $724,795 | 2,054 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $673,896 | 2,050 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||