CAL
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Capital Analysts LLC’s Coinbase COIN Stock Holding History

Capital Analysts LLC’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 		$1K Buy
+4
New +$722 ﹤0.01% 1500
2025
Q2 		– Sell
-51
Closed -$9K – 1392
2025
Q1 		$9K Buy
+51
New +$12.3K ﹤0.01% 1131
2021
Q4 		– Sell
-125
Closed -$28K – 1006
2021
Q3 		$28K Hold
125
– – ﹤0.01% 652
2021
Q2 		$32K Buy
+125
New +$32.5K ﹤0.01% 609

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 $3.38T AUM 44.17% 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

Capital Analysts LLC's COIN Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in Coinbase (COIN) in Q2 2026: 4 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1500 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in COIN as recently as Q1 2025.

Capital Analysts LLC first reported a position in COIN in Q2 2021 and has held it in 4 quarters since. The position peaked at $32K in Q2 2021. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Capital Analysts LLC held 4 shares of Coinbase worth $1K as of Q2 2026.
  • Coinbase was a new Capital Analysts LLC position in Q2 2026.
  • Coinbase made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1500 holding.
  • Capital Analysts LLC first reported a position in Coinbase in Q2 2021 and has held it in 4 quarters since.
  • Capital Analysts LLC's Coinbase position peaked at $32K in Q2 2021.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.