Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$407
-$5,433 QoQ
Shares Held
1
-92.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,980
of 1,991 holders
Holding Since
Dec 2022
13 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, 2026Trifecta Capital Advisors, LLC holds $134,861 across 4 Financial Data & Stock Exchanges names. SPGI ranks #4 (0.3% of the industry book) .
All Filings in SPGI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407 | 1 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $5,840 | 12 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,327 | 12 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,097 | 12 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,976 | 12 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,199 | 12 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,351 | 12 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,105 | 12 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,286 | 12 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,384 | 12 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,810 | 12 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,137 | 12 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,019 | 12 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||