Position in SPGI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,683,600
-$575,354 QoQ
Shares Held
7,362
-9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#782
of 1,991 holders
Holding Since
Dec 2022
15 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, 2026BRADY FAMILY WEALTH, LLC holds $3,045,789 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (88.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
7,362 | $2,683,600 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
2,942 | $362,189 |
All Filings in SPGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,683,600 | 6,965 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,258,954 | 7,662 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,789,822 | 7,252 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,488,250 | 7,167 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,808,616 | 7,223 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,695,919 | 7,274 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,592,290 | 7,213 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,911,847 | 7,572 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,410,561 | 7,647 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,250,012 | 7,639 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,289,803 | 7,468 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,633,875 | 7,208 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,951,351 | 7,362 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,508,546 | 7,276 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,350,944 | 7,019 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||