Kozak & Associates’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
Other funds holding SPGI
Kozak & Associates's SPGI Position: Q2 2026 in Review
Kozak & Associates opened a new position in S&P Global (SPGI) in Q2 2026: 1 share worth $416. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Kozak & Associates previously reported a position in SPGI as recently as Q1 2025.
Kozak & Associates first reported a position in SPGI in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.66K in Q1 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Kozak & Associates held 1 share of S&P Global worth $416 as of Q2 2026.
- S&P Global was a new Kozak & Associates position in Q2 2026.
- S&P Global made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #404 holding.
- Kozak & Associates first reported a position in S&P Global in Q3 2024 and has held it in 3 quarters since.
- Kozak & Associates's S&P Global position peaked at $5.66K in Q1 2025.
- 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.