SYM FINANCIAL Corp

Position in SPGI — S&P Global Inc.

CIK 764739 WINONA LAKE, IN

Position in SPGI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$282,231

-$178,412 QoQ

Shares Held

733

-36.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,505

of 1,991 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SYM FINANCIAL Corp holds $1,301,396 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	1,401	$309,382
2	SPGI	S&P Global Inc. This page	733	$282,231
3	ICE	Intercontinental Exchange, Inc.	2,131	$262,347
4	MCO	Moodys Corp /De/	497	$225,101
5	MSCI	MSCI Inc.	397	$222,335

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,231	693	-36.0%	Shares	Sole	2026-08-04
2026-03-31	$460,643	1,083	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.