Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,027,671
+$1,430,095 QoQ
Shares Held
8,306
+109.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#756
of 1,991 holders
Holding Since
Dec 2022
9 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, 2026Fiduciary Alliance LLC holds $7,303,836 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (41.5% of the industry book) .
All Filings in SPGI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,027,671 | 7,858 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,597,576 | 3,756 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $631,811 | 1,209 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $572,857 | 1,177 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $615,874 | 1,168 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $551,288 | 1,085 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $391,949 | 787 | Shares | Sole | 2025-01-13 | |
| 2023-06-30 | $27,260 | 68 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $13,732 | 41 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||