Position in SPGI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$240,040
+$20,565 QoQ
Shares Held
659
+20.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,572
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, 2026Marion Wealth Management holds $2,903,585 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
10,976 | $2,663,545 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
659 | $240,040 |
All Filings in SPGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,040 | 623 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $219,475 | 516 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $234,120 | 448 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||