Regal Investment Advisors LLC

Position in COIN — Coinbase Global, Inc.

CIK 1559789 KENTWOOD, MI

Position in COIN

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

Position Value

$675,690

-$6,511 QoQ

Shares Held

4,622

+18.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#516

of 1,114 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $6,438,266 across 5 Financial Data & Stock Exchanges names. COIN ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	12,125	$2,789,720
2	CME	Cme Group Inc.	6,538	$1,443,786
3	SPGI	S&P Global Inc.	2,694	$1,038,105
4	COIN	Coinbase Global, Inc. This page	4,622	$675,690
5	MCO	Moodys Corp /De/	1,084	$490,965

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$675,690	4,622	+18.3%	Shares	Sole	2026-08-14
2026-03-31	$682,201	3,907	+11.1%	Shares	Sole	2026-05-14
2025-12-31	$795,560	3,518	+9.5%	Shares	Sole	2026-02-17
2025-09-30	$1,084,355	3,213	+10.5%	Shares	Sole	2025-11-13
2025-06-30	$1,019,575	2,909	+3.0%	Shares	Sole	2025-08-11
2025-03-31	$486,549	2,825	+172.7%	Shares	Sole	2025-05-12
2024-12-31	$257,238	1,036	-73.6%	Shares	Sole	2025-02-13
2024-06-30	$873,586	3,931	+0.3%	Shares	Sole	2024-08-15
2024-03-31	$1,039,535	3,921	+0.1%	Shares	Sole	2024-05-15
2023-12-31	$681,070	3,916	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.