Colonial Trust Advisors

Position in COIN — Coinbase Global, Inc.

CIK 1567993 SPARTANBURG, SC

Position in COIN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$14,765

-$11,601 QoQ

Shares Held

101

-33.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#911

of 1,109 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Colonial Trust Advisors holds $9,465,897 across 7 Financial Data & Stock Exchanges names. COIN ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	23,977	$5,294,840
2	SPGI	S&P Global Inc.	10,678	$4,114,140
3	CBOE	Cboe Global Markets, Inc.	90	$21,840
4	COIN	Coinbase Global, Inc. This page	101	$14,765
5	MSCI	MSCI Inc.	22	$12,320
6	FDS	Factset Research Systems Inc	27	$6,212
7	DTCX	Datacentrex, Inc.	1,000	$1,780

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,765	101	-33.1%	Shares	Sole	2026-08-11
2026-03-31	$26,366	151	+49.5%	Shares	Sole	2026-05-12
2025-12-31	$22,840	101	0.0%	Shares	Sole	2026-02-12
2025-09-30	$34,086	101	-22.9%	Shares	Sole	2025-11-10
2025-06-30	$45,914	131	-45.6%	Shares	Sole	2025-08-13
2025-03-31	$41,507	241	+49.7%	Shares	Sole	2025-05-14
2024-12-31	$39,976	161	-46.5%	Shares	Sole	2025-02-13
2024-09-30	$53,629	301	+49.8%	Shares	Sole	2024-11-12
2024-06-30	$44,668	201	+20000.0%	Shares	Sole	2024-08-14
2024-03-31	$265	1	0.0%	Shares	Sole	2024-05-14
2023-12-31	$173	1	0.0%	Shares	Sole	2024-02-14
2023-09-30	$75	1	-99.0%	Shares	Sole	2023-11-13
2023-06-30	$7,226	101	-33.1%	Shares	Sole	2023-08-14
2023-03-31	$10,203	151	+268.3%	Shares	Sole	2023-05-11
2022-12-31	$1,450	41	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.