CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Position in COIN — Coinbase Global, Inc.

CIK 1766904 RICHMOND, VA

Back to COIN Full portfolio

Position in COIN

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$44,732

-$11,489 QoQ

Shares Held

306

-5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#849

of 1,109 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Common Shares in COIN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $3,025,899 across 9 Financial Data & Stock Exchanges names. COIN ranks #9 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	2,777	$1,012,170
2	NDAQ	Nasdaq, Inc.	6,496	$512,010
3	ICE	Intercontinental Exchange, Inc.	2,714	$334,116
4	MSCI	MSCI Inc.	544	$304,656
5	CME	Cme Group Inc.	1,319	$291,270
6	TRU	TransUnion	3,337	$240,729
7	MCO	Moodys Corp /De/	468	$211,961
8	CBOE	Cboe Global Markets, Inc.	306	$74,255

All Filings in COIN

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,732	306	-5.0%	Shares	Other	2026-07-17
2026-03-31	$56,221	322	+50.5%	Shares	Other	2026-04-29
2025-12-31	$48,391	214	-4.9%	Shares	Other	2026-02-09
2025-09-30	$75,932	225	+100.9%	Shares	Other	2025-11-10
2025-06-30	$39,253	112	+160.5%	Shares	Other	2025-08-13
2025-03-31	$7,405	43	-6.5%	Shares	Other	2025-05-09
2023-09-30	$3,453	46	0.0%	Shares	Defined	2023-11-13
2023-06-30	$3,291	46	0.0%	Shares	Defined	2023-08-10
2023-03-31	$3,108	46	0.0%	Shares	Defined	2023-05-12
2022-12-31	$1,627	46	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.