Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$211,775
-$9,401 QoQ
Shares Held
550
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,631
of 1,991 holders
Holding Since
Mar 2024
10 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, 2026KEYNOTE FINANCIAL SERVICES LLC holds $1,788,394 across 5 Financial Data & Stock Exchanges names. SPGI ranks #5 (11.8% of the industry book) .
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,775 | 520 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $221,176 | 520 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $271,746 | 520 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $277,424 | 570 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $300,555 | 570 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $325,184 | 640 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $318,739 | 640 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $330,636 | 640 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $343,419 | 770 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $327,596 | 770 | Shares | Sole | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||