Position in COIN
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$208,174
-$651,430 QoQ
Shares Held
1,424
-71.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#765
of 1,109 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $4,257,967 across 2 Financial Data & Stock Exchanges names. COIN ranks #2 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
10,511 | $4,049,793 | |
| 2 | COIN |
Coinbase Global, Inc.
This page
|
1,424 | $208,174 |
All Filings in COIN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,174 | 1,424 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $859,604 | 4,923 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $1,261,408 | 5,578 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,933,142 | 5,728 | Shares | Sole | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||