Position in SPGI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,402,426
-$101,125 QoQ
Shares Held
6,235
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
63.58%
of 13F equity value
Holder Rank
#813
of 1,991 holders
Holding Since
Dec 2024
6 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, 2026Collier Financial holds $2,402,426 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
|
6,235 | $2,402,426 |
All Filings in SPGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,402,426 | 5,899 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,503,551 | 5,886 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,075,442 | 5,885 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,864,775 | 5,886 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $2,990,676 | 5,886 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,931,404 | 5,886 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||