Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$21,992
+$3,278 QoQ
Shares Held
57
+21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,835
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, 2026Rialto Wealth Management, LLC holds $1,486,378 across 9 Financial Data & Stock Exchanges names. SPGI ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
10,574 | $1,301,765 | |
| 2 | MCO |
Moodys Corp /De/
|
253 | $114,588 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
57 | $21,992 | |
| 4 | MSCI |
MSCI Inc.
|
39 | $21,841 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
196 | $15,448 | |
| 6 | COIN |
Coinbase Global, Inc.
|
34 | $4,970 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
10 | $2,426 | |
| 8 | TRU |
TransUnion
|
25 | $1,803 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,992 | 54 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,714 | 44 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,677 | 30 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $15,088 | 31 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $16,345 | 31 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $14,734 | 29 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||