Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$206,888
-$29,322 QoQ
Shares Held
537
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,640
of 1,991 holders
Holding Since
Sep 2024
4 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, 2026United Advisor Group, LLC holds $783,022 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
3,941 | $576,134 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
537 | $206,888 |
All Filings in SPGI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,888 | 508 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $236,210 | 452 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $229,727 | 472 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $204,581 | 396 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||