Position in COIN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$302,028
-$6,775 QoQ
Shares Held
2,066
+125.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#672
of 1,109 holders
Holding Since
Mar 2024
8 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, 2026Proficio Capital Partners LLC holds $2,927,042 across 7 Financial Data & Stock Exchanges names. COIN ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,518 | $687,532 | |
| 2 | SPGI |
S&P Global Inc.
|
1,731 | $667,091 | |
| 3 | MSCI |
MSCI Inc.
|
669 | $374,666 | |
| 4 | FDS |
Factset Research Systems Inc
|
1,531 | $352,252 | |
| 5 | COIN |
Coinbase Global, Inc.
This page
|
2,066 | $302,028 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,271 | $279,582 | |
| 7 | CME |
Cme Group Inc.
|
1,195 | $263,891 |
All Filings in COIN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,028 | 2,066 | Shares | Sole | 2026-08-17 | |
| 2025-09-30 | $308,803 | 915 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $602,842 | 1,720 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $289,174 | 1,679 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $418,385 | 1,685 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $242,311 | 1,360 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $348,456 | 1,568 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $296,934 | 1,120 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||