Position in SPGI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$629,576
New position
Shares Held
1,727
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,182
of 1,991 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Sierra Legacy Group holds $1,260,708 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
2,858 | $631,132 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,727 | $629,576 |
All Filings in SPGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,576 | 1,634 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||