Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$416,626
-$212,877 QoQ
Shares Held
1,081
-30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,345
of 1,991 holders
Holding Since
Mar 2023
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, 2026Values First Advisors, Inc. holds $764,064 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,081 | $416,626 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
4,408 | $347,438 |
All Filings in SPGI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,626 | 1,023 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $629,503 | 1,480 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,156,491 | 2,213 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $922,802 | 1,896 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,013,978 | 1,923 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $987,746 | 1,944 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,056,819 | 2,122 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $339,419 | 657 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $292,129 | 655 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $298,665 | 702 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $233,475 | 530 | Shares | Sole | 2024-01-18 | |
| 2023-03-31 | $32 | 0 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||