Evercore Wealth Management, LLC

Position in COIN — Coinbase Global, Inc.

CIK 1482689 New York, NY

Position in COIN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$212,267

-$41,266 QoQ

Shares Held

1,452

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#762

of 1,109 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $5,217,646 across 6 Financial Data & Stock Exchanges names. COIN ranks #6 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	17,135	$2,109,489
2	SPGI	S&P Global Inc.	3,119	$1,201,823
3	MCO	Moodys Corp /De/	1,489	$674,397
4	MSCI	MSCI Inc.	969	$542,678
5	CME	Cme Group Inc.	2,160	$476,992
6	COIN	Coinbase Global, Inc. This page	1,452	$212,267

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,267	1,452	0.0%	Shares	Sole	2026-08-14
2026-03-31	$253,533	1,452	+13.7%	Shares	Sole	2026-05-15
2025-12-31	$288,780	1,277	-1.9%	Shares	Sole	2026-02-17
2025-09-30	$439,411	1,302	-51.1%	Shares	Sole	2025-11-14
2025-06-30	$932,303	2,660	-1.5%	Shares	Sole	2025-08-14
2025-03-31	$465,021	2,700	-2.5%	Shares	Sole	2025-05-15
2024-12-31	$687,791	2,770	-8.1%	Shares	Sole	2025-02-14
2024-09-30	$536,826	3,013	-2.6%	Shares	Sole	2024-11-14
2024-06-30	$687,357	3,093	-0.2%	Shares	Sole	2024-08-14
2024-03-31	$821,606	3,099	+21.3%	Shares	Sole	2024-05-15
2023-12-31	$444,365	2,555	+35.1%	Shares	Sole	2024-02-14
2022-03-31	$359,025	1,891	+2.2%	Shares	Sole	2022-05-16
2021-12-31	$467,136	1,851	0.0%	Shares	Sole	2022-02-14
2021-09-30	$421,065	1,851	-53.7%	Shares	Sole	2021-11-15
2021-06-30	$1,013,453	4,001	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.