Bank of Montreal
COIN icon

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
Q1 		$14.4M Sell
82,600
-96,200
-54% -$18.9M 0.01% 970
2025
Q4 		$40.4M Buy
178,800
+43,000
+32% +$12.8M 0.01% 626
2025
Q3 		$45.8M Buy
135,800
+84,800
+166% +$28.8M 0.02% 522
2025
Q2 		$17.9M Hold
51,000
– – 0.01% 769
2025
Q1 		$8.78M Hold
51,000
– – ﹤0.01% 990
2024
Q4 		$12.7M Buy
+51,000
New +$12.9M 0.01% 909
2024
Q2 		– Sell
-79,700
Closed -$21.2M – 3892
2024
Q1 		$21.2M Sell
79,700
-30,400
-28% -$5.47M 0.01% 722
2023
Q4 		$20.5M Buy
110,100
+40,700
+59% +$4.44M 0.01% 771
2023
Q3 		$5.72M Buy
69,400
+49,400
+247% +$4.16M ﹤0.01% 1222
2023
Q2 		$1.43M Buy
+20,000
New +$1.19M ﹤0.01% 1995
2023
Q1 		– Sell
-84,100
Closed -$3.01M – 3840
2022
Q4 		$3.01M Sell
84,100
-83,400
-50% -$4.39M ﹤0.01% 1583
2022
Q3 		$10.9K Buy
167,500
+25,000
+18% +$1.75M ﹤0.01% 949
2022
Q2 		$7.53K Buy
142,500
+20,800
+17% +$1.98M ﹤0.01% 1191
2022
Q1 		$24M Buy
+121,700
New +$23.8M 0.01% 743
2021
Q4 		– Sell
-30,100
Closed -$6.82M – 3546
2021
Q3 		$6.82M Buy
+30,100
New +$7.41M ﹤0.01% 1483

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal's COIN Position: Q1 2026 in Review

Bank of Montreal increased its Coinbase (COIN) stake by 39% in Q1 2026, buying an estimated $62.7M and bringing the position to 1,136,702 shares worth $198M. The position accounts for 0.07% of the portfolio, ranked #217.

Bank of Montreal first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $424M in Q3 2025. 1,176 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Bank of Montreal held 1,136,702 shares of Coinbase worth $198M as of Q1 2026.
  • Bank of Montreal bought 318,330 Coinbase shares in Q1 2026, an estimated $62.7M.
  • Coinbase made up 0.07% of Bank of Montreal's portfolio in Q1 2026, its #217 holding.
  • Bank of Montreal first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Bank of Montreal's Coinbase position peaked at $424M in Q3 2025.
  • 1,176 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.