Position in COIN
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,396
-$413 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $11,551,323 across 10 Financial Data & Stock Exchanges names. COIN ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
67,744 | $10,654,776 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
8,664 | $735,486 | |
| 3 | CME |
Cme Group Inc.
|
355 | $104,849 | |
| 4 | MCO |
Moodys Corp /De/
|
41 | $17,886 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
62 | $17,426 | |
| 6 | SPGI |
S&P Global Inc.
|
29 | $11,484 | |
| 7 | MSCI |
MSCI Inc.
|
9 | $4,851 | |
| 8 | TRU |
TransUnion
|
27 | $1,868 |
All Filings in COIN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,396 | 8 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,809 | 8 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,699 | 8 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,803 | 8 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,377 | 8 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $744 | 3 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $534 | 3 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $666 | 3 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $795 | 3 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $521 | 3 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $225 | 3 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $214 | 3 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $202 | 3 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $106 | 3 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $193 | 3 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $141 | 3 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $569 | 3 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $757 | 3 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||