Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$352,547
-$35,363 QoQ
Shares Held
967
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,418
of 1,991 holders
Holding Since
Mar 2022
12 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, 2026Peterson Wealth Services holds $2,671,790 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (13.2% of the industry book) .
All Filings in SPGI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,547 | 915 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $387,910 | 912 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $397,168 | 760 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,060,054 | 2,178 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $390,721 | 741 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $375,485 | 739 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $366,550 | 736 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $345,618 | 669 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $265,815 | 596 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $250,164 | 588 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $254,180 | 577 | Shares | Sole | 2024-01-31 | |
| 2022-03-31 | $240,365 | 586 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||