Position in COIN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$264,750
-$110,486 QoQ
Shares Held
1,811
-15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#708
of 1,109 holders
Holding Since
Dec 2021
8 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, 2026Crestwood Advisors Group, LLC holds $41,872,551 across 10 Financial Data & Stock Exchanges names. COIN ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
59,318 | $22,855,023 | |
| 2 | CME |
Cme Group Inc.
|
67,639 | $14,936,720 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
8,001 | $985,003 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
8,771 | $691,330 | |
| 5 | MCO |
Moodys Corp /De/
|
1,525 | $690,703 | |
| 6 | MSCI |
MSCI Inc.
|
1,051 | $588,602 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,341 | $325,420 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,321 | $303,935 |
All Filings in COIN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,750 | 1,811 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $375,236 | 2,149 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $297,147 | 1,314 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $400,938 | 1,188 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $347,686 | 992 | Shares | Sole | 2025-08-05 | |
| 2024-03-31 | $229,593 | 866 | Shares | Sole | 2024-05-08 | |
| 2022-03-31 | $266,563 | 1,404 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $369,469 | 1,464 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||