Position in COIN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,471,573
-$2,400,212 QoQ
Shares Held
23,747
-29.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#299
of 1,109 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $42,974,300 across 9 Financial Data & Stock Exchanges names. COIN ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
41,929 | $18,990,482 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
69,049 | $8,500,622 | |
| 3 | SPGI |
S&P Global Inc.
|
14,567 | $5,612,449 | |
| 4 | COIN |
Coinbase Global, Inc.
This page
|
23,747 | $3,471,573 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
30,301 | $2,388,324 | |
| 6 | MSCI |
MSCI Inc.
|
2,884 | $1,615,155 | |
| 7 | CME |
Cme Group Inc.
|
5,435 | $1,200,211 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,910 | $948,839 |
All Filings in COIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,471,573 | 23,747 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,871,785 | 33,628 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,900,001 | 21,668 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,280,688 | 18,610 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,080,703 | 14,496 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,843,829 | 22,318 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,213,651 | 16,970 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,998,354 | 11,216 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,617,869 | 11,780 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,855,077 | 10,769 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,647,892 | 9,475 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $550,937 | 7,338 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $504,069 | 7,045 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $491,233 | 7,270 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $332,135 | 9,385 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $792,130 | 12,283 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $755,846 | 16,075 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,334,701 | 17,564 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $3,668,955 | 14,538 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $3,738,178 | 16,433 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $3,512,764 | 13,868 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||