CAPTRUST Financial Advisors
COIN icon

CAPTRUST Financial Advisors’s Coinbase COIN Stock Holding History

CAPTRUST Financial 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 		$4.29M Buy
29,366
+16,555
+129% +$2.99M 0.01% 886
2026
Q1 		$2.24M Sell
12,811
-2,328
-15% -$458K ﹤0.01% 1159
2025
Q4 		$3.42M Buy
15,139
+3,150
+26% +$939K 0.01% 822
2025
Q3 		$4.05M Buy
11,989
+4,757
+66% +$1.61M 0.01% 710
2025
Q2 		$2.53M Buy
7,232
+3,164
+78% +$740K 0.01% 873
2025
Q1 		$701K Sell
4,068
-255
-6% -$61.7K ﹤0.01% 1459
2024
Q4 		$1.07M Buy
4,323
+125
+3% +$31.7K ﹤0.01% 1197
2024
Q3 		$748K Sell
4,198
-447
-10% -$89.5K ﹤0.01% 1358
2024
Q2 		$1.03M Buy
4,645
+733
+19% +$169K ﹤0.01% 1119
2024
Q1 		$1.04M Sell
3,912
-7,976
-67% -$1.44M ﹤0.01% 1106
2023
Q4 		$2.07M Sell
11,888
-46
-0.4% -$5.02K 0.01% 892
2023
Q3 		$896K Sell
11,934
-1,063
-8% -$89.6K ﹤0.01% 1270
2023
Q2 		$930K Buy
12,997
+908
+8% +$54.2K ﹤0.01% 1251
2023
Q1 		$817K Buy
12,089
+3,365
+39% +$202K ﹤0.01% 1136
2022
Q4 		$309K Sell
8,724
-1,837
-17% -$96.8K ﹤0.01% 1627
2022
Q3 		$681K Buy
10,561
+3,638
+53% +$254K ﹤0.01% 1100
2022
Q2 		$326K Buy
6,923
+3,659
+112% +$348K ﹤0.01% 1373
2022
Q1 		$620K Buy
3,264
+495
+18% +$96.7K ﹤0.01% 1049
2021
Q4 		$699K Buy
2,769
+24
+0.9% +$6.98K ﹤0.01% 966
2021
Q3 		$624K Buy
2,745
+147
+6% +$36.2K 0.01% 939
2021
Q2 		$658K Buy
+2,598
New +$674K 0.01% 884

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

CAPTRUST Financial Advisors's COIN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Coinbase (COIN) stake by 129% in Q2 2026, buying an estimated $2.99M and bringing the position to 29,366 shares worth $4.29M. The position accounts for 0.01% of the portfolio, ranked #886.

CAPTRUST Financial Advisors first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • CAPTRUST Financial Advisors held 29,366 shares of Coinbase worth $4.29M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 16,555 Coinbase shares in Q2 2026, an estimated $2.99M.
  • Coinbase made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #886 holding.
  • CAPTRUST Financial Advisors first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.