Position in COIN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$30,032,835
-$6,476,369 QoQ
Shares Held
205,437
-1.7% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#87
of 1,109 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $146,855,626 across 10 Financial Data & Stock Exchanges names. COIN ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
122,687 | $47,271,073 | |
| 2 | COIN |
Coinbase Global, Inc.
This page
|
205,437 | $30,032,835 | |
| 3 | MCO |
Moodys Corp /De/
|
40,400 | $18,297,968 | |
| 4 | CME |
Cme Group Inc.
|
72,758 | $16,067,149 | |
| 5 | MSCI |
MSCI Inc.
|
25,111 | $14,063,164 | |
| 6 | FDS |
Factset Research Systems Inc
|
34,568 | $7,953,405 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
47,071 | $5,794,910 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
45,199 | $3,562,585 |
All Filings in COIN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,032,835 | 205,437 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $36,509,204 | 209,090 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $25,587,062 | 113,147 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $25,166,629 | 74,570 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,387,770 | 32,491 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,446,536 | 43,236 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,479,292 | 30,122 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,883,419 | 38,634 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,148,694 | 32,168 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,045,996 | 15,261 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,373,486 | 13,647 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,280,864 | 17,060 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $661,265 | 9,242 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $905,167 | 13,396 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $511,597 | 14,456 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,014,621 | 15,733 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $845,701 | 17,986 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $8,017,037 | 31,767 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $5,628,765 | 24,744 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,361,572 | 17,219 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||