Position in COIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$656,708
-$52,014 QoQ
Shares Held
3,761
+20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $27,322,498 across 13 Financial Data & Stock Exchanges names. COIN ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
67,896 | $20,053,083 | |
| 2 | SPGI |
S&P Global Inc.
|
4,966 | $2,112,238 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
10,942 | $1,720,957 | |
| 4 | MCO |
Moodys Corp /De/
|
1,978 | $862,902 | |
| 5 | MSCI |
MSCI Inc.
|
1,431 | $771,323 | |
| 6 | COIN |
Coinbase Global, Inc.
This page
|
3,761 | $656,708 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,429 | $460,867 | |
| 8 | TRU |
TransUnion
|
3,129 | $216,495 |
All Filings in COIN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||