Position in COIN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$592,800
-$123,101 QoQ
Shares Held
4,055
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#530
of 1,109 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Convergence Financial, LLC holds $1,158,891 across 2 Financial Data & Stock Exchanges names. COIN ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
This page
|
4,055 | $592,800 | |
| 2 | SPGI |
S&P Global Inc.
|
1,469 | $566,091 |
All Filings in COIN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,800 | 4,055 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $715,901 | 4,100 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $463,587 | 2,050 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $691,854 | 2,050 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $718,504 | 2,050 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $353,071 | 2,050 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $506,035 | 2,038 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $395,715 | 2,221 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $498,239 | 2,242 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $577,431 | 2,178 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||