Nvest Wealth Strategies, Inc.

Position in SPGI — S&P Global Inc.

CIK 2106942 POWELL, OH

Position in SPGI

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$36,218

-$5,464 QoQ

Shares Held

-4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,795

of 1,991 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $42,785 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (84.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	99	$36,218
2	MCO	Moodys Corp /De/	5	$2,264
3	NDAQ	Nasdaq, Inc.	25	$1,970
4	CBOE	Cboe Global Markets, Inc.	5	$1,213
5	MSCI	MSCI Inc.	2	$1,120

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,218	94	-4.1%	Shares	Sole	2026-07-10
2026-03-31	$41,682	98	+4.3%	Shares	Sole	2026-04-13
2025-12-31	$49,123	94	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.