Atria Investments’s Coinbase COIN Stock Holding History

Atria Investments’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	–	Sell	-1,478	Closed	-$258K	–	2139
2026 Q1	$258K	Sell	1,478 -2,097	-59%	-$413K	﹤0.01%	1842
2025 Q4	$808K	Buy	3,575 +102	+3%	+$30.4K	0.01%	1178
2025 Q3	$1.17M	Buy	3,473 +230	+7%	+$78K	0.01%	969
2025 Q2	$1.14M	Buy	+3,243	New	+$758K	0.01%	967
2022 Q1	–	Sell	-4,419	Closed	-$1.11M	–	868
2021 Q4	$1.11M	Buy	+4,419	New	+$1.28M	0.02%	788

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Atria Investments's COIN Position: Q2 2026 in Review

Atria Investments sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,478 shares — an estimated $258K sold.

Atria Investments first reported a position in COIN in Q4 2021 and held it in 5 quarters. The position peaked at $1.17M in Q3 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Atria Investments reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 1,478 Coinbase shares in Q2 2026, an estimated $258K.
Atria Investments first reported a position in Coinbase in Q4 2021 and held it in 5 quarters.
Atria Investments's Coinbase position peaked at $1.17M in Q3 2025.
1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.