Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$407
New position
Shares Held
1
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,979
of 1,991 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Montgomery Financial Services LLC holds $859 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1 | $452 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1 | $407 |
All Filings in SPGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407 | 1 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||