Position in COIN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,419,968
-$448,341 QoQ
Shares Held
23,394
+5.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#301
of 1,109 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026Summit Financial, LLC holds $23,691,535 across 8 Financial Data & Stock Exchanges names. COIN ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
39,065 | $9,479,903 | |
| 2 | SPGI |
S&P Global Inc.
|
17,004 | $6,551,591 | |
| 3 | COIN |
Coinbase Global, Inc.
This page
|
23,394 | $3,419,968 | |
| 4 | MCO |
Moodys Corp /De/
|
3,088 | $1,398,616 | |
| 5 | MSCI |
MSCI Inc.
|
1,826 | $1,022,633 | |
| 6 | CME |
Cme Group Inc.
|
3,527 | $778,867 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
6,236 | $767,713 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,454 | $272,244 |
All Filings in COIN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,419,968 | 23,394 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,868,309 | 22,154 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,166,620 | 22,847 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,579,012 | 22,457 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||