Position in COIN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,345,971
-$291,870 QoQ
Shares Held
9,207
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#411
of 1,109 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $6,651,704 across 8 Financial Data & Stock Exchanges names. COIN ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
3,290 | $1,842,531 | |
| 2 | COIN |
Coinbase Global, Inc.
This page
|
9,207 | $1,345,971 | |
| 3 | SPGI |
S&P Global Inc.
|
3,138 | $1,143,949 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
3,278 | $795,472 | |
| 5 | MCO |
Moodys Corp /De/
|
1,077 | $487,794 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
5,385 | $424,445 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
2,971 | $365,759 | |
| 8 | CME |
Cme Group Inc.
|
1,113 | $245,783 |
All Filings in COIN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,345,971 | 9,207 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,637,841 | 9,380 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $434,414 | 1,921 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $639,881 | 1,896 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $799,818 | 2,282 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $615,033 | 3,571 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $552,467 | 2,225 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $413,176 | 2,319 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $508,240 | 2,287 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $558,607 | 2,107 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $360,884 | 2,075 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $249,641 | 3,325 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $273,678 | 3,825 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $258,455 | 3,825 | Shares | Sole | 2023-04-07 | |
| 2022-09-30 | $244,675 | 3,794 | Shares | Sole | 2022-10-14 | |
| 2022-03-31 | $720,328 | 3,794 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $957,491 | 3,794 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $863,059 | 3,794 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $961,020 | 3,794 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||