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Bell Investment Advisors’s Coinbase COIN Stock Holding History

Bell Investment Advisors’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 		$12.1K Sell
83
-14
-14% -$2.53K ﹤0.01% 650
2026
Q1 		$16.9K Buy
97
+3
+3% +$591 ﹤0.01% 491
2025
Q4 		$21.3K Sell
94
-2
-2% -$596 ﹤0.01% 432
2025
Q3 		$32.4K Sell
96
-8
-8% -$2.71K 0.01% 311
2025
Q2 		$36.5K Sell
104
-5
-5% -$1.17K 0.01% 292
2025
Q1 		$18.8K Buy
109
+15
+16% +$3.63K ﹤0.01% 405
2024
Q4 		$23.3K Buy
94
+10
+12% +$2.54K ﹤0.01% 349
2024
Q3 		$15K Sell
84
-2
-2% -$401 ﹤0.01% 470
2024
Q2 		$19.1K Hold
86
– – ﹤0.01% 405
2024
Q1 		$22.8K Sell
86
-2
-2% -$360 ﹤0.01% 352
2023
Q4 		$15.3K Sell
88
-18
-17% -$1.97K ﹤0.01% 424
2023
Q3 		$7.96K Buy
106
+5
+5% +$421 ﹤0.01% 591
2023
Q2 		$7.23K Sell
101
-8
-7% -$477 ﹤0.01% 633
2023
Q1 		$7.37K Buy
109
+15
+16% +$898 ﹤0.01% 598
2022
Q4 		$3.33K Buy
94
+3
+3% +$158 ﹤0.01% 1014
2022
Q3 		$6K Buy
91
+45
+98% +$3.14K ﹤0.01% 579
2022
Q2 		$2K Buy
+46
New +$4.38K ﹤0.01% 1119
2021
Q4 		$6K Buy
+24
New +$6.98K ﹤0.01% 665

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
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

Bell Investment Advisors's COIN Position: Q2 2026 in Review

Bell Investment Advisors reduced its Coinbase (COIN) stake by 14% in Q2 2026, selling an estimated $2.53K and leaving 83 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Bell Investment Advisors first reported a position in COIN in Q4 2021 and has held it in 18 quarters since. The position peaked at $36.5K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Bell Investment Advisors held 83 shares of Coinbase worth $12.1K as of Q2 2026.
  • Bell Investment Advisors sold 14 Coinbase shares in Q2 2026, an estimated $2.53K.
  • Coinbase made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #650 holding.
  • Bell Investment Advisors first reported a position in Coinbase in Q4 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Coinbase position peaked at $36.5K in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.