Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,141,182
+$1,494,292 QoQ
Shares Held
11,361
+72.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#684
of 1,991 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $7,517,947 across 6 Financial Data & Stock Exchanges names. SPGI ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
11,361 | $4,141,182 | |
| 2 | CME |
Cme Group Inc.
|
6,086 | $1,343,971 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
7,457 | $918,031 | |
| 4 | COIN |
Coinbase Global, Inc.
|
3,918 | $572,772 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,121 | $272,033 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
3,425 | $269,958 |
All Filings in SPGI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,141,182 | 10,748 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,646,890 | 6,223 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,347,996 | 4,493 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,185,814 | 4,491 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,368,059 | 4,491 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,987,179 | 3,911 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,007,060 | 4,030 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,092,311 | 4,050 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,239,879 | 2,780 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $561,594 | 1,320 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $469,153 | 1,065 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $407,066 | 1,114 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $448,194 | 1,118 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $366,145 | 1,062 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||