Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$646,728
-$84,431 QoQ
Shares Held
1,679
-7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,171
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, 2026Beaumont Financial Advisors, LLC holds $1,163,913 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,679 | $646,728 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
4,201 | $517,185 |
All Filings in SPGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,728 | 1,588 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $731,159 | 1,719 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $930,210 | 1,780 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $860,503 | 1,768 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,055,107 | 2,001 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,038,048 | 2,043 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,007,016 | 2,022 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,043,572 | 2,020 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,055,235 | 2,366 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,024,909 | 2,409 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,104,383 | 2,507 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $921,929 | 2,523 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,063,160 | 2,652 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $955,013 | 2,770 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $955,249 | 2,852 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||