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
2023
Q4 		– Sell
-100
Closed -$8 – 2698
2023
Q3 		$8 Buy
+100
New +$8.43K ﹤0.01% 2622

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State Street
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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
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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.