Position in COIN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$430,383
-$322,186 QoQ
Shares Held
2,944
-31.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#600
of 1,109 holders
Holding Since
Mar 2024
10 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, 2026Wedmont Private Capital holds $6,833,004 across 9 Financial Data & Stock Exchanges names. COIN ranks #8 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
4,169 | $1,519,615 | |
| 2 | MCO |
Moodys Corp /De/
|
2,630 | $1,191,179 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
6,663 | $820,281 | |
| 4 | CME |
Cme Group Inc.
|
3,499 | $772,684 | |
| 5 | MSCI |
MSCI Inc.
|
1,210 | $677,648 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,344 | $568,818 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,872 | $430,709 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
2,944 | $430,383 |
All Filings in COIN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,383 | 2,944 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $752,569 | 4,310 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $921,294 | 4,074 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,432,307 | 4,244 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,128,928 | 3,221 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $543,902 | 3,158 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $438,497 | 1,766 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $258,168 | 1,449 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $391,124 | 1,760 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $414,117 | 1,562 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||