Sowell Financial Services LLC
Position in COIN — Coinbase Global, Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in COIN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$206,712
-$51,710 QoQ
Shares Held
1,414
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#767
of 1,109 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $2,309,095 across 6 Financial Data & Stock Exchanges names. COIN ranks #6 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,681 | $761,358 | |
| 2 | CME |
Cme Group Inc.
|
1,617 | $357,082 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
1,423 | $345,319 | |
| 4 | SPGI |
S&P Global Inc.
|
884 | $322,109 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,571 | $316,515 | |
| 6 | COIN |
Coinbase Global, Inc.
This page
|
1,414 | $206,712 |
All Filings in COIN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,712 | 1,414 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $258,422 | 1,480 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $334,687 | 1,480 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $694,554 | 2,058 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $451,781 | 1,289 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $243,188 | 1,412 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||