Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,723
-$1,417 QoQ
Shares Held
49
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,849
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, 2026PFS Partners, LLC holds $150,294 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (11.8% of the industry book) .
All Filings in SPGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,723 | 46 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $19,140 | 45 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $108,698 | 208 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $102,209 | 210 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $110,730 | 210 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $98,571 | 194 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $96,617 | 194 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $100,740 | 195 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $86,969 | 195 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $83,388 | 196 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $85,901 | 195 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $71,620 | 196 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $78,173 | 195 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $67,574 | 196 | Shares | Sole | 2023-12-01 | |
| 2022-12-31 | $65,648 | 196 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||