Focus Partners Wealth

Position in COIN — Coinbase Global, Inc.

CIK 1542153 ST LOUIS, MO

Position in COIN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$14,552,172

+$9,613,727 QoQ

Shares Held

83,341

+281.6% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $820,136,428 across 11 Financial Data & Stock Exchanges names. COIN ranks #8 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	2,900,880	$456,250,406
2	SPGI	S&P Global Inc.	288,357	$116,035,721
3	CME	Cme Group Inc.	365,881	$108,062,953
4	MSCI	MSCI Inc.	80,312	$43,288,971
5	MCO	Moodys Corp /De/	73,899	$32,238,438
6	MORN	Morningstar, Inc.	134,871	$22,799,942
7	CBOE	Cboe Global Markets, Inc.	79,135	$22,242,474
8	COIN	Coinbase Global, Inc. This page	83,341	$14,552,172

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,552,172	83,341	+281.6%	Shares	Sole	2026-05-15
2025-12-31	$4,938,445	21,838	-67.5%	Shares	Sole	2026-02-13
2025-09-30	$22,670,215	67,173	+836.9%	Shares	Sole	2025-11-14
2025-06-30	$2,513,013	7,170	+37.8%	Shares	Sole	2025-08-14
2025-03-31	$895,940	5,202	+7.5%	Shares	Sole	2025-05-20
2024-12-31	$1,202,020	4,841	+127.8%	Shares	Sole	2025-05-29
2024-09-30	$378,611	2,125	-6.7%	Shares	Sole	2024-11-14
2024-06-30	$506,017	2,277	+22.7%	Shares	Sole	2024-08-15
2024-03-31	$492,062	1,856	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.