Balboa Wealth Partners

Position in SPGI — S&P Global Inc.

CIK 1929008 SCOTTSDALE, AZ

Position in SPGI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$389,747

+$987 QoQ

Shares Held

1,012

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,380

of 1,991 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Balboa Wealth Partners holds $692,750 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (56.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPGI	S&P Global Inc. This page	1,012	$389,747
2	MCO	Moodys Corp /De/	669	$303,003

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$389,747	957	+4.7%	Shares	Sole	2026-08-10
2026-03-31	$388,760	914	-1.9%	Shares	Sole	2026-04-16
2025-12-31	$487,053	932	-1.7%	Shares	Sole	2026-01-16
2025-09-30	$461,401	948	-1.0%	Shares	Sole	2025-11-06
2025-06-30	$505,143	958	-8.2%	Shares	Sole	2025-07-29
2025-03-31	$530,456	1,044	-17.7%	Shares	Sole	2025-04-23
2024-12-31	$632,000	1,269	-12.8%	Shares	Sole	2025-02-10
2024-09-30	$752,198	1,456	+1.7%	Shares	Sole	2024-11-06
2024-06-30	$638,671	1,432	-22.8%	Shares	Sole	2024-08-13
2024-03-31	$789,209	1,855	-0.5%	Shares	Defined	2024-05-13
2023-12-31	$821,129	1,864	+42.3%	Shares	Defined	2024-02-09
2023-09-30	$478,687	1,310	+1.2%	Shares	Defined	2023-10-23
2023-06-30	$518,751	1,294	-20.5%	Shares	Defined	2023-08-08
2023-03-31	$560,940	1,627	-25.4%	Shares	Defined	2023-05-12
2022-12-31	$730,839	2,182	-44.9%	Shares	Defined	2023-02-14
2022-09-30	$1,208,880	3,959	—	Shares	Sole	2023-01-04
No filing history on record for this holder in this stock.