Position in COIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$385,888
+$92,133 QoQ
Shares Held
2,210
+70.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Florida Trust Wealth Management Co holds $13,709,232 across 6 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
16,339 | $3,608,140 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
14,653 | $3,555,842 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
28,092 | $3,458,406 | |
| 4 | SPGI |
S&P Global Inc.
|
5,793 | $2,111,818 | |
| 5 | FDS |
Factset Research Systems Inc
|
3,348 | $770,307 | |
| 6 | MCO |
Moodys Corp /De/
|
452 | $204,719 |
All Filings in COIN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $385,888 | 2,210 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $293,755 | 1,299 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $398,913 | 1,182 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||