Position in SPGI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$259,690
-$80,156 QoQ
Shares Held
712
-15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,533
of 1,991 holders
Holding Since
Jun 2023
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, 2026Portside Wealth Group, LLC holds $4,216,656 across 4 Financial Data & Stock Exchanges names. SPGI ranks #4 (6.2% 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 | $259,690 | 674 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $339,846 | 799 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $528,337 | 1,011 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $509,585 | 1,047 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $561,036 | 1,064 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $473,040 | 931 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $429,799 | 863 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $440,676 | 853 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $350,109 | 785 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $367,588 | 864 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $357,702 | 812 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $293,424 | 803 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $289,442 | 722 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||