AFC
COIN icon

Ares Financial Consulting’s Coinbase COIN Stock Holding History

Ares Financial Consulting’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 		$121K Sell
829
-18
-2% -$3.25K 0.09% 129
2026
Q1 		$147K Buy
847
+800
+1,702% +$157K 0.12% 94
2025
Q4 		$10.6K Buy
+47
New +$14K 0.01% 351

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

Ares Financial Consulting's COIN Position: Q2 2026 in Review

Ares Financial Consulting reduced its Coinbase (COIN) stake by 2.1% in Q2 2026, selling an estimated $3.25K and leaving 829 shares worth $121K. The position accounts for 0.09% of the portfolio, ranked #129.

Ares Financial Consulting first reported a position in COIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $147K in Q1 2026. 510 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Ares Financial Consulting held 829 shares of Coinbase worth $121K as of Q2 2026.
  • Ares Financial Consulting sold 18 Coinbase shares in Q2 2026, an estimated $3.25K.
  • Coinbase made up 0.09% of Ares Financial Consulting's portfolio in Q2 2026, its #129 holding.
  • Ares Financial Consulting first reported a position in Coinbase in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Coinbase position peaked at $147K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.