Allegiance Financial Group Advisory Services LLC
Position in SPGI — S&P Global Inc.
CIK 1964068
VIENNA, VA
Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$231,949
-$301,427 QoQ
Shares Held
636
-52.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,589
of 1,991 holders
Holding Since
Mar 2026
2 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, 2026Allegiance Financial Group Advisory Services LLC holds $551,931 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,449 | $319,982 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
636 | $231,949 |
All Filings in SPGI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,949 | 602 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $533,376 | 1,254 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||