Position in COIN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$572,772
-$192,543 QoQ
Shares Held
3,918
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#536
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, 2026PFG Investments, LLC holds $7,517,947 across 6 Financial Data & Stock Exchanges names. COIN ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
11,361 | $4,141,182 | |
| 2 | CME |
Cme Group Inc.
|
6,086 | $1,343,971 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
7,457 | $918,031 | |
| 4 | COIN |
Coinbase Global, Inc.
This page
|
3,918 | $572,772 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,121 | $272,033 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
3,425 | $269,958 |
All Filings in COIN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,772 | 3,918 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $765,315 | 4,383 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $378,558 | 1,674 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $485,310 | 1,438 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $444,070 | 1,267 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $412,663 | 2,396 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $453,644 | 1,827 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $338,523 | 1,900 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $255,564 | 1,150 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $219,519 | 828 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||