Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$37,060
-$52,683 QoQ
Shares Held
96
-57.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,793
of 1,991 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $97,828 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (37.9% of the industry book) .
All Filings in SPGI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,060 | 91 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $89,743 | 211 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $110,261 | 211 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $102,693 | 211 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $111,255 | 211 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $107,206 | 211 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $91,137 | 183 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||