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Carter Financial Group’s Coinbase COIN Stock Holding History

Carter Financial Group’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 		$221K Sell
1,514
-2
-0.1% -$361 0.11% 121
2026
Q1 		$265K Sell
1,516
-18
-1% -$3.54K 0.16% 97
2025
Q4 		$347K Sell
1,534
-94
-6% -$28K 0.21% 83
2025
Q3 		$549K Buy
1,628
+22
+1% +$7.46K 0.33% 53
2025
Q2 		$563K Buy
+1,606
New +$375K 0.37% 50
2022
Q1 		$219K Buy
+1,153
New +$225K 0.29% 52

Other funds holding COIN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Carter Financial Group's COIN Position: Q2 2026 in Review

Carter Financial Group reduced its Coinbase (COIN) stake by 0.13% in Q2 2026, selling an estimated $361 and leaving 1,514 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #121.

Carter Financial Group first reported a position in COIN in Q1 2022 and has held it in 6 quarters since. The position peaked at $563K in Q2 2025. 420 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Carter Financial Group held 1,514 shares of Coinbase worth $221K as of Q2 2026.
  • Carter Financial Group sold 2 Coinbase shares in Q2 2026, an estimated $361.
  • Coinbase made up 0.11% of Carter Financial Group's portfolio in Q2 2026, its #121 holding.
  • Carter Financial Group first reported a position in Coinbase in Q1 2022 and has held it in 6 quarters since.
  • Carter Financial Group's Coinbase position peaked at $563K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.