Position in COIN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,096,304
-$1,189,847 QoQ
Shares Held
21,180
-13.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#309
of 1,109 holders
Holding Since
Jun 2021
20 quarters on record
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $25,503,117 across 8 Financial Data & Stock Exchanges names. COIN ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
75,573 | $9,303,792 | |
| 2 | SPGI |
S&P Global Inc.
|
21,369 | $8,233,575 | |
| 3 | COIN |
Coinbase Global, Inc.
This page
|
21,180 | $3,096,304 | |
| 4 | MCO |
Moodys Corp /De/
|
6,301 | $2,853,848 | |
| 5 | CME |
Cme Group Inc.
|
5,351 | $1,181,661 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
6,567 | $517,610 | |
| 7 | MSCI |
MSCI Inc.
|
390 | $218,415 | |
| 8 | DTCX |
Datacentrex, Inc.
|
55,007 | $97,912 |
All Filings in COIN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,096,304 | 21,180 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,286,151 | 24,547 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,124,558 | 22,661 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,943,822 | 26,501 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $8,784,681 | 25,064 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,587,034 | 20,827 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,606,461 | 18,552 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,445,026 | 13,723 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,548,533 | 11,468 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,128,615 | 4,257 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $858,121 | 4,934 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $402,203 | 5,357 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $514,516 | 7,191 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $483,598 | 7,157 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $421,635 | 6,538 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $236,416 | 5,028 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,398,129 | 7,364 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $1,834,225 | 7,268 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $853,050 | 3,750 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $1,090,963 | 4,307 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||