Position in SPGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$255,759
-$11,354 QoQ
Shares Held
664
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,539
of 1,991 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Carr Financial Group Corp holds $571,104 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,428 | $315,345 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
664 | $255,759 |
All Filings in SPGI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,759 | 628 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $267,113 | 628 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $318,257 | 609 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $300,300 | 617 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $319,537 | 606 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $281,487 | 554 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $370,534 | 744 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $380,232 | 736 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $317,551 | 712 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $300,367 | 706 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $308,804 | 701 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $256,152 | 701 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $281,023 | 701 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $241,683 | 701 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $234,792 | 701 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||