Position in SPGI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$447,457
+$3,256 QoQ
Shares Held
1,112
+23.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Optimize Financial Inc holds $887,633 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (50.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,112 | $447,457 | |
| 2 | MCO |
Moodys Corp /De/
|
1,009 | $440,176 |
All Filings in SPGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $447,457 | 1,052 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $444,201 | 850 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $407,863 | 838 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $381,230 | 723 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $369,388 | 727 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $325,711 | 654 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||