Position in SPGI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,877,557
+$1,635,964 QoQ
Shares Held
5,151
+758.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#876
of 1,991 holders
Holding Since
Dec 2024
7 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, 2026PFW Advisors LLC holds $3,678,410 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
5,151 | $1,877,557 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
14,628 | $1,800,853 |
All Filings in SPGI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,877,557 | 4,873 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $241,593 | 568 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $226,804 | 434 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $232,160 | 477 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $215,134 | 408 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $207,304 | 408 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $203,196 | 408 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||