Position in COIN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$232,880
-$220,407 QoQ
Shares Held
1,593
-38.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#742
of 1,108 holders
Holding Since
Mar 2025
6 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, 2026Mayflower Financial Advisors, LLC holds $3,488,334 across 7 Financial Data & Stock Exchanges names. COIN ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
7,987 | $1,763,769 | |
| 2 | SPGI |
S&P Global Inc.
|
1,131 | $412,268 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
4,878 | $384,483 | |
| 4 | MSCI |
MSCI Inc.
|
450 | $252,018 | |
| 5 | COIN |
Coinbase Global, Inc.
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|
1,593 | $232,880 | |
| 6 | FDS |
Factset Research Systems Inc
|
986 | $226,858 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
1,755 | $216,058 |
All Filings in COIN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,880 | 1,593 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $453,287 | 2,596 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $502,709 | 2,223 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $650,343 | 1,927 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $668,033 | 1,906 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $289,174 | 1,679 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||