Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,722
+$7,090 QoQ
Shares Held
49
+88.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,851
of 1,991 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Bare Financial Services, Inc holds $88,021 across 9 Financial Data & Stock Exchanges names. SPGI ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
42 | $19,021 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
49 | $17,722 | |
| 3 | CME |
Cme Group Inc.
|
78 | $17,224 | |
| 4 | FDS |
Factset Research Systems Inc
|
49 | $11,272 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
84 | $10,340 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
54 | $4,256 | |
| 7 | MSCI |
MSCI Inc.
|
7 | $3,920 | |
| 8 | TRU |
TransUnion
|
47 | $3,389 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,722 | 46 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,632 | 25 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,767 | 34 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,087 | 31 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,126 | 23 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,048 | 6 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||