Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,181
-$452 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,889
of 1,991 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026PlanVest Financial, Inc holds $26,982 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
30 | $16,801 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
26 | $10,181 |
All Filings in SPGI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,181 | 25 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,633 | 25 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||