Capital Advisors Ltd’s Coinbase COIN Stock Holding History

Capital Advisors Ltd’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	$41K	Sell	281 -15	-5%	-$2.71K	﹤0.01%	545
2026 Q1	$52K	Sell	296 -38	-11%	-$7.48K	0.01%	489
2025 Q4	$76K	Buy	334 +11	+3%	+$3.28K	0.01%	410
2025 Q3	$109K	Hold	323	–	–	0.01%	349
2025 Q2	$113K	Buy	323 +39	+14%	+$9.12K	0.01%	335
2025 Q1	$49K	Hold	284	–	–	0.01%	453
2024 Q4	$71K	Sell	284 -32	-10%	-$8.12K	0.01%	396
2024 Q3	$56K	Sell	316 -6	-2%	-$1.2K	0.01%	434
2024 Q2	$72K	Buy	322 +37	+13%	+$8.51K	0.01%	377
2024 Q1	$76K	Sell	285 -5	-2%	-$900	0.01%	372
2023 Q4	$50K	Hold	290	–	–	0.01%	416
2023 Q3	$22K	Hold	290	–	–	﹤0.01%	534
2023 Q2	$21K	Buy	+290	New	+$17.3K	﹤0.01%	560
2023 Q1	–	Sell	-290	Closed	–	–	1249
2022 Q4	$0	Buy	290 +282	+3,525%	+$14.9K	﹤0.01%	1276
2022 Q3	$1K	Buy	+8	New	+$559	﹤0.01%	983
2022 Q1	–	Sell	-2	Closed	-$1K	–	944
2021 Q4	$1K	Buy	+2	New	+$582	﹤0.01%	635

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 $3.37T AUM 44.26% 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

Capital Advisors Ltd's COIN Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Coinbase (COIN) stake by 5.1% in Q2 2026, selling an estimated $2.71K and leaving 281 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Capital Advisors Ltd first reported a position in COIN in Q4 2021 and has held it in 16 quarters since. The position peaked at $113K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Capital Advisors Ltd held 281 shares of Coinbase worth $41K as of Q2 2026.
Capital Advisors Ltd sold 15 Coinbase shares in Q2 2026, an estimated $2.71K.
Coinbase made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #545 holding.
Capital Advisors Ltd first reported a position in Coinbase in Q4 2021 and has held it in 16 quarters since.
Capital Advisors Ltd's Coinbase position peaked at $113K in Q2 2025.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.