Position in SPGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$43,169
-$2,342 QoQ
Shares Held
112
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,783
of 1,991 holders
Holding Since
Dec 2025
3 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, 2026Birchwood Financial Partners, Inc. holds $65,815 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
112 | $43,169 | |
| 2 | MCO |
Moodys Corp /De/
|
50 | $22,646 |
All Filings in SPGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,169 | 106 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $45,511 | 107 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $55,917 | 107 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||