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Medallion Wealth Advisors, LLC

Position in SPGI — S&P Global Inc.

CIK 2131139 FARMINGTON, CT

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, 2026

Medallion Wealth Advisors, LLC holds $97,828 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (37.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SPGI
S&P Global Inc.
This page
96 $37,060

All Filings in SPGI

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7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $37,060 91
2026-03-31 $89,743 211
2025-12-31 $110,261 211
2025-09-30 $102,693 211
2025-06-30 $111,255 211
2025-03-31 $107,206 211
2024-12-31 $91,137 183