Position in SPGI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$4,049,793
-$190,421 QoQ
Shares Held
10,511
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#690
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $4,257,967 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
10,511 | $4,049,793 | |
| 2 | COIN |
Coinbase Global, Inc.
|
1,424 | $208,174 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,049,793 | 9,944 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $4,240,214 | 9,969 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $5,960,661 | 11,406 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $5,551,414 | 11,406 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $6,016,379 | 11,410 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $5,797,421 | 11,410 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $5,680,529 | 11,406 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $5,892,568 | 11,406 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $5,087,075 | 11,406 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $4,852,682 | 11,406 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $5,024,570 | 11,406 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $4,167,866 | 11,406 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,586,582 | 11,441 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $3,944,514 | 11,441 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $3,865,543 | 11,541 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $3,524,043 | 11,541 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $3,956,746 | 11,739 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $4,897,138 | 11,939 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $5,752,354 | 12,189 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $5,221,473 | 12,289 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $5,044,020 | 12,289 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $3,959,907 | 11,222 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $3,705,444 | 11,272 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $4,208,923 | 11,672 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $3,862,164 | 11,722 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $3,068,516 | 12,522 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||