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Annex Advisory Services’s Coinbase COIN Stock Holding History

Annex Advisory Services’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 		$549K Buy
+3,752
New +$677K 0.01% 247

Other funds holding COIN

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CNB
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return

Annex Advisory Services's COIN Position: Q2 2026 in Review

Annex Advisory Services opened a new position in Coinbase (COIN) in Q2 2026: 3,752 shares worth $549K. The stake represents 0.01% of the portfolio and ranks #247 among its holdings.

137 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Annex Advisory Services held 3,752 shares of Coinbase worth $549K as of Q2 2026.
  • Coinbase was a new Annex Advisory Services position in Q2 2026.
  • Coinbase made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #247 holding.
  • 137 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.