Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,230,847
+$504,470 QoQ
Shares Held
13,576
+15.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#622
of 1,991 holders
Holding Since
Dec 2022
14 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, 2026Bleakley Financial Group, LLC holds $16,046,445 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (32.6% of the industry book) .
All Filings in SPGI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,230,847 | 12,844 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,726,377 | 11,112 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,786,116 | 11,072 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $5,813,372 | 11,025 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,184,652 | 10,204 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,500,652 | 7,029 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,593,609 | 6,956 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,956,087 | 6,628 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,774,359 | 6,521 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,811,838 | 6,383 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,958,232 | 5,359 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,313,536 | 5,771 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,511,304 | 7,284 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,418,267 | 7,220 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||