Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$566,091
+$265,376 QoQ
Shares Held
1,469
+96.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,231
of 1,991 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Convergence Financial, LLC holds $1,158,891 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
4,055 | $592,800 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,469 | $566,091 |
All Filings in SPGI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,091 | 1,390 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $300,715 | 707 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $567,532 | 1,086 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $404,942 | 832 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $438,705 | 832 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $423,755 | 834 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $419,341 | 842 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $454,109 | 879 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $369,733 | 829 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||