Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$40,725
-$7,338 QoQ
Shares Held
106
-10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,788
of 1,991 holders
Holding Since
Dec 2023
11 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, 2026Frazier Financial Advisors, LLC holds $84,323 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (48.3% of the industry book) .
All Filings in SPGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,725 | 100 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $48,063 | 113 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $44,942 | 86 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $54,511 | 112 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $72,238 | 137 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $62,496 | 123 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $36,356 | 73 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $41,329 | 80 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $40,585 | 91 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $37,865 | 89 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $36,122 | 82 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||