Position in COIN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$330,389
-$326,319 QoQ
Shares Held
2,260
-39.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#656
of 1,116 holders
Holding Since
Jun 2021
21 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, 2026Allworth Financial LP holds $18,574,374 across 13 Financial Data & Stock Exchanges names. COIN ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
55,023 | $12,150,729 | |
| 2 | SPGI |
S&P Global Inc.
|
3,874 | $1,492,607 | |
| 3 | MCO |
Moodys Corp /De/
|
2,614 | $1,183,932 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
8,565 | $1,054,437 | |
| 5 | MSCI |
MSCI Inc.
|
1,407 | $787,976 | |
| 6 | FDS |
Factset Research Systems Inc
|
2,566 | $590,385 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
4,901 | $386,296 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
2,260 | $330,389 |
All Filings in COIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,389 | 2,260 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $656,708 | 3,761 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $708,722 | 3,134 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,065,455 | 3,157 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,129,979 | 3,224 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $415,590 | 2,413 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $562,399 | 2,265 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $387,519 | 2,175 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $476,683 | 2,145 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $617,994 | 2,331 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $436,017 | 2,507 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $174,561 | 2,325 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $166,353 | 2,325 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $161,762 | 2,394 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $87,625 | 2,476 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $131,753 | 2,043 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $92,629 | 1,970 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $401,174 | 2,113 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $552,942 | 2,191 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $494,086 | 2,172 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $396,921 | 1,567 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||