S&P Global Inc.
MX ˙ BMV ˙ US78409V1044
SecurityMX:SPGI / S&P Global Inc.
InstitutionPersonal Cfo Solutions, Llc
Latest Disclosed Ownership649 shares
Latest Disclosed Value $ 276,131
Personal Cfo Solutions, Llc reports 41.27% decrease in ownership of SPGI / S&P Global Inc.

On April 30, 2026 - Personal Cfo Solutions, Llc filed a 13F-HR form disclosing ownership of 649 shares of S&P Global Inc. (MX:SPGI) valued at $276,131 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,105 shares of S&P Global Inc.. This represents a change in shares of -41.27% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F S&P GLOBAL COM 78409V104 649 -456 -41.27 276 -52.17 0.0388
2026-01-22 2025-12-31 13F S&P GLOBAL COM 78409V104 1,105 350 46.36 578 57.22 0.0917
2025-11-10 2025-09-30 13F S&P GLOBAL COM 78409V104 755 38 5.30 368 -2.91 0.0645
2025-08-12 2025-06-30 13F S&P GLOBAL COM 78409V104 717 63 9.63 378 13.86 0.0699
2025-04-30 2025-03-31 13F S&P GLOBAL COM 78409V104 654 -20 -2.97 332 -0.90 0.0675
2025-02-07 2024-12-31 13F S&P GLOBAL COM 78409V104 674 20 3.06 336 -0.59 0.0660
2024-11-14 2024-09-30 13F S&P GLOBAL COM 78409V104 654 13 2.03 338 18.25 0.0472
2024-08-09 2024-06-30 13F S&P GLOBAL COM 78409V104 641 49 8.28 286 13.10 0.0439
2024-05-13 2024-03-31 13F S&P GLOBAL COM 78409V104 592 100 20.33 252 16.67 0.0393
2024-02-13 2023-12-31 13F S&P GLOBAL COM 78409V104 492 492 217 0.0376
2020-08-03 2020-06-30 13F S&P GLOBAL COM 78409V104 0 -878 -100.00 0 -100.00
2020-04-30 2020-03-31 13F S&P GLOBAL COM 78409V104 878 878 215 0.0772
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.