Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,211,762
+$81,209 QoQ
Shares Held
3,324
+18.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#982
of 1,991 holders
Holding Since
Dec 2025
3 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, 2026KLEIN PAVLIS & PEASLEY FINANCIAL, INC. holds $1,211,762 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
|
3,324 | $1,211,762 |
All Filings in SPGI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,211,762 | 3,145 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,130,553 | 2,658 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,098,484 | 2,102 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||