Position in SPGI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,841,560
+$36,972 QoQ
Shares Held
17,757
+5.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#553
of 1,991 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $6,841,560 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
|
17,757 | $6,841,560 |
All Filings in SPGI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,841,560 | 16,799 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,804,588 | 15,998 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $7,118,720 | 13,622 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,351,376 | 10,995 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $216,716 | 411 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $212,893 | 419 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $231,445 | 448 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $251,402 | 688 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $772,514 | 1,927 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||