Position in COIN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,485
-$9,213 QoQ
Shares Held
17
-74.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,028
of 1,109 holders
Holding Since
Jun 2021
11 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, 2026Key Financial Inc holds $1,396,057 across 8 Financial Data & Stock Exchanges names. COIN ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
2,564 | $1,161,286 | |
| 2 | SPGI |
S&P Global Inc.
|
515 | $187,640 | |
| 3 | CME |
Cme Group Inc.
|
56 | $12,366 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
84 | $10,341 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
38 | $9,221 | |
| 6 | MSCI |
MSCI Inc.
|
13 | $7,280 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
69 | $5,438 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
17 | $2,485 |
All Filings in COIN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,485 | 17 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,698 | 67 | Shares | Sole | 2026-04-24 | |
| 2023-09-30 | $2,102 | 28 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,003 | 28 | Shares | Sole | 2023-07-28 | |
| 2022-12-31 | $106 | 3 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $193 | 3 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $141 | 3 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,987 | 21 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,299 | 21 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $4,094 | 18 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,559 | 18 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||