Position in COIN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,143,830
-$3,053,192 QoQ
Shares Held
69,388
-8.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#168
of 1,109 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $631,828,407 across 11 Financial Data & Stock Exchanges names. COIN ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
614,280 | $278,219,696 | |
| 2 | SPGI |
S&P Global Inc.
|
481,046 | $185,346,053 | |
| 3 | CME |
Cme Group Inc.
|
213,416 | $47,128,652 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
344,647 | $42,429,488 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
344,915 | $27,186,198 | |
| 6 | MSCI |
MSCI Inc.
|
20,651 | $11,565,385 | |
| 7 | MORN |
Morningstar, Inc.
|
67,188 | $10,482,670 | |
| 8 | COIN |
Coinbase Global, Inc.
This page
|
69,388 | $10,143,830 |
All Filings in COIN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,143,830 | 69,388 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $13,197,022 | 75,580 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $16,343,588 | 72,272 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $23,922,639 | 70,884 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $20,209,602 | 57,661 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,092,815 | 64,407 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,282,711 | 57,522 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,752,531 | 43,512 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,649,341 | 29,921 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,295,339 | 31,289 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $8,211,283 | 47,213 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,573,357 | 47,594 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,443,842 | 48,132 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,501,372 | 37,019 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,429,612 | 40,396 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,809,699 | 43,568 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,404,271 | 51,133 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $11,761,634 | 61,949 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $17,959,404 | 71,163 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,910,173 | 61,149 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,627,735 | 45,905 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||