Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$242,319
-$2,331,838 QoQ
Shares Held
629
-90.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,568
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, 2026Asset One Wealth Management LLC holds $416,353 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
629 | $242,319 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
2,208 | $174,034 |
All Filings in SPGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,319 | 595 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,574,157 | 6,052 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,040,428 | 5,818 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||