Position in COIN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,269,599
-$254,039 QoQ
Shares Held
15,525
+7.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#339
of 1,109 holders
Holding Since
Mar 2026
2 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, 2026Norris Financial Group, LLC holds $4,795,551 across 2 Financial Data & Stock Exchanges names. COIN ranks #2 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
10,409 | $2,525,952 | |
| 2 | COIN |
Coinbase Global, Inc.
This page
|
15,525 | $2,269,599 |
All Filings in COIN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,269,599 | 15,525 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,523,638 | 14,453 | Shares | Sole | 2026-05-20 | |
| No filing history on record for this holder in this stock. | ||||||