Position in SPGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$989,340
-$183,874 QoQ
Shares Held
2,459
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Sun Financial Inc holds $237,573 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
979 | $237,573 |
All Filings in SPGI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $989,340 | 2,326 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,173,214 | 2,245 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||