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Portus Wealth Advisors, LLC

Position in SPGI — S&P Global Inc.

CIK 2097516 CHARLOTTE, NC

Position in SPGI

as of Mar 31, 2026 · filed Apr 22, 2026
Position Value
$327,937
-$34,740 QoQ
Shares Held
815
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SPGI Over Time

Shares Held

Position Value (USD)

All Filings in SPGI

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $327,937 771
2025-12-31 $362,677 694
2025-09-30 $286,185 588