Position in SPGI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$354,723
-$16,173 QoQ
Shares Held
921
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,413
of 1,991 holders
Holding Since
Mar 2025
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 Jun 30, 2026Sovran Advisors, LLC holds $804,627 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (44.1% of the industry book) .
All Filings in SPGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,723 | 871 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $370,896 | 872 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $414,413 | 793 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $384,500 | 790 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $372,794 | 707 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $247,444 | 487 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||