Position in SPGI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,519,615
-$344,650 QoQ
Shares Held
4,169
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#922
of 1,991 holders
Holding Since
Dec 2021
19 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, 2026Wedmont Private Capital holds $6,833,004 across 9 Financial Data & Stock Exchanges names. SPGI ranks #1 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
4,169 | $1,519,615 | |
| 2 | MCO |
Moodys Corp /De/
|
2,630 | $1,191,179 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
6,663 | $820,281 | |
| 4 | CME |
Cme Group Inc.
|
3,499 | $772,684 | |
| 5 | MSCI |
MSCI Inc.
|
1,210 | $677,648 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,344 | $568,818 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,872 | $430,709 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,944 | $430,383 |
All Filings in SPGI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519,615 | 3,944 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,864,265 | 4,383 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,678,796 | 5,126 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,441,824 | 5,017 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,637,504 | 5,002 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,417,539 | 4,758 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,250,597 | 4,519 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,163,088 | 4,187 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,615,411 | 3,622 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,341,018 | 3,152 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,351,955 | 3,069 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,060,054 | 2,901 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $964,140 | 2,405 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $707,123 | 2,051 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $687,631 | 2,053 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $437,566 | 1,433 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $392,337 | 1,164 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $347,012 | 846 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $260,505 | 552 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||