Position in COIN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,436,462
+$37,138 QoQ
Shares Held
9,826
+22.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#403
of 1,109 holders
Holding Since
Jun 2021
21 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, 2026BENJAMIN EDWARDS INC holds $120,648,622 across 10 Financial Data & Stock Exchanges names. COIN ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
148,464 | $32,785,304 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
391,614 | $30,867,015 | |
| 3 | SPGI |
S&P Global Inc.
|
82,981 | $30,248,204 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
49,788 | $12,082,053 | |
| 5 | MCO |
Moodys Corp /De/
|
13,105 | $5,935,515 | |
| 6 | MORN |
Morningstar, Inc.
|
33,499 | $5,226,513 | |
| 7 | COIN |
Coinbase Global, Inc.
This page
|
9,826 | $1,436,462 | |
| 8 | FDS |
Factset Research Systems Inc
|
3,324 | $764,785 |
All Filings in COIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,436,462 | 9,826 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,399,324 | 8,014 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,206,899 | 9,759 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,255,090 | 9,645 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $3,996,286 | 11,402 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,872,828 | 10,874 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,990,276 | 12,043 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,082,272 | 11,687 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $446,460 | 2,009 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $516,453 | 1,948 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $54,610 | 314 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $51,054 | 680 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $87,648 | 1,225 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $48,042 | 711 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $31,851 | 900 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $129,560 | 2,009 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $93,992 | 1,999 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $157,773 | 831 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $78,234 | 310 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $65,969 | 290 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $55,472 | 219 | Shares | Defined | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||