Position in SPGI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$461,018
-$20,466 QoQ
Shares Held
1,197
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#1,300
of 1,991 holders
Holding Since
Sep 2025
4 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, 2026Peck Wealth Management, LLC holds $642,186 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (71.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,197 | $461,018 | |
| 2 | MCO |
Moodys Corp /De/
|
400 | $181,168 |
All Filings in SPGI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,018 | 1,132 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $481,484 | 1,132 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $643,830 | 1,232 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $599,626 | 1,232 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||