Steward Partners Investment Advisory, LLC
Position in COIN — Coinbase Global, Inc.
CIK 1723397
STAMFORD, CT
Position in COIN
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,849,119
-$873,380 QoQ
Shares Held
10,590
-12.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $70,497,043 across 13 Financial Data & Stock Exchanges names. COIN ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
85,704 | $25,312,676 | |
| 2 | SPGI |
S&P Global Inc.
|
44,940 | $18,083,990 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
111,561 | $17,546,314 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
24,413 | $2,072,419 | |
| 5 | COIN |
Coinbase Global, Inc.
This page
|
10,590 | $1,849,119 | |
| 6 | MSCI |
MSCI Inc.
|
2,523 | $1,359,922 | |
| 7 | MCO |
Moodys Corp /De/
|
3,022 | $1,318,347 | |
| 8 | FDS |
Factset Research Systems Inc
|
5,970 | $1,295,430 |
All Filings in COIN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,849,119 | 10,590 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,722,499 | 12,039 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,127,502 | 12,230 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,422,184 | 9,764 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,543,664 | 14,769 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,824,813 | 15,404 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,016,706 | 11,319 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,936,734 | 8,715 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,142,136 | 4,308 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $411,668 | 2,367 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $265,257 | 3,533 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $205,634 | 2,874 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $305,146 | 4,516 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $152,778 | 4,317 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $171,865 | 2,665 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $125,590 | 2,671 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $655,396 | 3,452 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $742,724 | 2,943 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,442,678 | 6,342 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $956,460 | 3,776 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||