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AM Investment Strategies’s Coinbase COIN Stock Holding History

AM Investment Strategies’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.1M Buy
+28,055
New +$5.06M 0.79% 25
2023
Q4 		– Sell
-8,378
Closed -$629K – 108
2023
Q3 		$629K Buy
+8,378
New +$706K 0.2% 54
2022
Q2 		– Sell
-2,006
Closed -$381K – 100
2022
Q1 		$381K Buy
2,006
+45
+2% +$8.79K 0.1% 77
2021
Q4 		$495K Buy
1,961
+261
+15% +$75.9K 0.12% 74
2021
Q3 		$387K Buy
1,700
+618
+57% +$152K 0.1% 77
2021
Q2 		$274K Buy
+1,082
New +$281K 0.07% 91

Other funds holding COIN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AM Investment Strategies's COIN Position: Q2 2026 in Review

AM Investment Strategies opened a new position in Coinbase (COIN) in Q2 2026: 28,055 shares worth $4.1M. The stake represents 0.79% of the portfolio and ranks #25 among its holdings. This is a return to the name: AM Investment Strategies previously reported a position in COIN as recently as Q3 2023.

AM Investment Strategies first reported a position in COIN in Q2 2021 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • AM Investment Strategies held 28,055 shares of Coinbase worth $4.1M as of Q2 2026.
  • Coinbase was a new AM Investment Strategies position in Q2 2026.
  • Coinbase made up 0.79% of AM Investment Strategies's portfolio in Q2 2026, its #25 holding.
  • AM Investment Strategies first reported a position in Coinbase in Q2 2021 and has held it in 6 quarters since.
  • 510 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.