Belmont Capital’s Coinbase COIN Stock Holding History

Belmont Capital’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
2025 Q2	$350K	Hold	1,000	–	–	0.05%	93
2025 Q1	$172K	Sell	1,000 -72	-7%	-$17.4K	0.03%	124
2024 Q4	$266K	Hold	1,072	–	–	0.04%	71
2024 Q3	$191K	Hold	1,072	–	–	0.03%	117
2024 Q2	$238K	Sell	1,072 -1,000	-48%	-$230K	0.04%	119
2024 Q1	$549K	Hold	2,072	–	–	0.15%	53
2023 Q4	$360K	Buy	+2,072	New	+$226K	0.15%	57

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Belmont Capital's COIN Position: Q2 2025 in Review

Belmont Capital held its Coinbase (COIN) position steady in Q2 2025 at 1,000 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #93.

Belmont Capital first reported a position in COIN in Q4 2023 and has held it in 7 quarters since. The position peaked at $549K in Q1 2024. 1,256 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

Belmont Capital held 1,000 shares of Coinbase worth $350K as of Q2 2025.
Belmont Capital left its Coinbase share count unchanged in Q2 2025.
Coinbase made up 0.05% of Belmont Capital's portfolio in Q2 2025, its #93 holding.
Belmont Capital first reported a position in Coinbase in Q4 2023 and has held it in 7 quarters since.
Belmont Capital's Coinbase position peaked at $549K in Q1 2024.
1,256 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.