Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,932,654
-$256,996 QoQ
Shares Held
5,302
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#865
of 1,991 holders
Holding Since
Sep 2021
16 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, 2026Frank, Rimerman Advisors LLC holds $11,867,086 across 8 Financial Data & Stock Exchanges names. SPGI ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
17,616 | $3,890,141 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
5,302 | $1,932,654 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
7,400 | $1,795,758 | |
| 4 | MCO |
Moodys Corp /De/
|
3,049 | $1,380,953 | |
| 5 | MSCI |
MSCI Inc.
|
1,938 | $1,085,357 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
7,235 | $890,700 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
8,360 | $658,935 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,591 | $232,588 |
All Filings in SPGI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,932,654 | 5,016 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,189,650 | 5,148 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,306,426 | 6,327 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,048,264 | 6,263 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,345,655 | 6,345 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,816,906 | 5,544 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,810,881 | 5,644 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,572,944 | 6,916 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,342,837 | 5,253 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,530 | 13 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,726 | 13 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $939,561 | 3,077 | Shares | Sole | 2023-09-07 | |
| 2022-06-30 | $1,034,774 | 3,070 | Shares | Sole | 2023-09-07 | |
| 2022-03-31 | $1,255,971 | 3,062 | Shares | Sole | 2023-09-07 | |
| 2021-12-31 | $1,440,330 | 3,052 | Shares | Sole | 2023-09-07 | |
| 2021-09-30 | $1,294,639 | 3,047 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||