Bank of Montreal’s Coinbase COIN Stock Holding History

Bank of Montreal’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	$614K	Sell	4,200 -50,800	-92%	-$9.17M	﹤0.01%	2351
2026 Q1	$9.6M	Buy	55,000 +18,600	+51%	+$3.66M	﹤0.01%	1100
2025 Q4	$8.23M	Buy	+36,400	New	+$10.8M	﹤0.01%	1179
2024 Q1	–	Sell	-5,000	Closed	-$932K	–	3937
2023 Q4	$932K	Buy	+5,000	New	+$546K	﹤0.01%	2085
2023 Q3	–	Sell	-63,400	Closed	-$4.54M	–	3865
2023 Q2	$4.54M	Buy	+63,400	New	+$3.78M	﹤0.01%	1386
2022 Q4	–	Sell	-80,000	Closed	-$5.21K	–	4020
2022 Q3	$5.21K	Buy	+80,000	New	+$5.59M	﹤0.01%	1331

Other funds holding COIN

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal's COIN Position: Q2 2026 in Review

Bank of Montreal increased its Coinbase (COIN) stake by 15% in Q2 2026, buying an estimated $31.1M and bringing the position to 1,308,878 shares worth $191M. The position accounts for 0.06% of the portfolio, ranked #246.

Bank of Montreal first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $424M in Q3 2025. 739 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Bank of Montreal held 1,308,878 shares of Coinbase worth $191M as of Q2 2026.
Bank of Montreal bought 172,176 Coinbase shares in Q2 2026, an estimated $31.1M.
Coinbase made up 0.06% of Bank of Montreal's portfolio in Q2 2026, its #246 holding.
Bank of Montreal first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
Bank of Montreal's Coinbase position peaked at $424M in Q3 2025.
739 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.