Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$814
-$462 QoQ
Shares Held
2
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,972
of 1,991 holders
Holding Since
Mar 2023
6 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, 2026DecisionPoint Financial, LLC holds $5,878 across 11 Financial Data & Stock Exchanges names. SPGI ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
3 | $1,358 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
2 | $814 | |
| 3 | MSCI |
MSCI Inc.
|
1 | $560 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
4 | $492 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
2 | $485 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
6 | $472 | |
| 7 | CME |
Cme Group Inc.
|
2 | $441 | |
| 8 | COIN |
Coinbase Global, Inc.
|
3 | $438 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814 | 2 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,276 | 3 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,567 | 3 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,460 | 3 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,581 | 3 | Shares | Sole | 2025-08-14 | |
| 2023-03-31 | $1,034 | 3 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||