Position in COIN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,249,632
+$363,661 QoQ
Shares Held
8,548
+68.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#422
of 1,109 holders
Holding Since
Sep 2024
8 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, 2026Savvy Advisors, Inc. holds $6,655,537 across 9 Financial Data & Stock Exchanges names. COIN ranks #1 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
8,548 | $1,249,632 | |
| 2 | FDS |
Factset Research Systems Inc
|
4,830 | $1,111,286 | |
| 3 | SPGI |
S&P Global Inc.
|
2,779 | $1,070,686 | |
| 4 | CME |
Cme Group Inc.
|
3,953 | $872,940 | |
| 5 | MCO |
Moodys Corp /De/
|
1,598 | $723,766 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,266 | $549,890 | |
| 7 | MSCI |
MSCI Inc.
|
831 | $465,393 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
3,171 | $390,381 |
All Filings in COIN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,249,632 | 8,548 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $885,971 | 5,074 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $949,788 | 4,200 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,333,085 | 3,950 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,207,788 | 3,446 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $577,142 | 3,351 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $547,998 | 2,207 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $918,110 | 5,153 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||