UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in COIN — Coinbase Global, Inc.
CIK 1463217
IRVING, TX
Position in COIN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$884,888
-$299,666 QoQ
Shares Held
6,053
-10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#471
of 1,109 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $73,584,401 across 9 Financial Data & Stock Exchanges names. COIN ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
84,915 | $32,717,638 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
166,604 | $13,131,727 | |
| 3 | MSCI |
MSCI Inc.
|
18,737 | $10,493,469 | |
| 4 | CME |
Cme Group Inc.
|
44,570 | $9,842,393 | |
| 5 | MCO |
Moodys Corp /De/
|
5,506 | $2,493,777 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
19,151 | $2,357,679 | |
| 7 | COIN |
Coinbase Global, Inc.
This page
|
6,053 | $884,888 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,567 | $865,603 |
All Filings in COIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,888 | 6,053 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,184,554 | 6,784 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,542,048 | 6,819 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,403,266 | 7,121 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,094,528 | 5,976 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $782,096 | 4,541 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,062,475 | 4,279 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $765,596 | 4,297 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $993,145 | 4,469 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,269,394 | 4,788 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $674,287 | 3,877 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $409,833 | 6,355 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $469,635 | 9,988 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,755,445 | 9,246 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,134,040 | 8,456 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,695,408 | 7,453 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,878,472 | 7,416 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||