Cary Street Partners Investment Advisory’s Coinbase COIN Stock Holding History

Cary Street Partners Investment Advisory’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	$44.7K	Sell	306 -16	-5%	-$2.89K	0.01%	602
2026 Q1	$56.2K	Buy	322 +108	+50%	+$21.3K	0.01%	527
2025 Q4	$48.4K	Sell	214 -11	-5%	-$3.28K	0.01%	515
2025 Q3	$75.9K	Buy	225 +113	+101%	+$38.3K	0.03%	394
2025 Q2	$39.3K	Buy	112 +69	+160%	+$16.1K	0.02%	418
2025 Q1	$7.41K	Buy	+43	New	+$10.4K	﹤0.01%	497
2023 Q4	–	Sell	-46	Closed	-$3.45K	–	846
2023 Q3	$3.45K	Hold	46	–	–	﹤0.01%	1579
2023 Q2	$3.29K	Hold	46	–	–	﹤0.01%	1506
2023 Q1	$3.11K	Hold	46	–	–	﹤0.01%	1426
2022 Q4	$1.63K	Buy	+46	New	+$2.42K	﹤0.01%	1531

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's COIN Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Coinbase (COIN) stake by 5% in Q2 2026, selling an estimated $2.89K and leaving 306 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #602.

Cary Street Partners Investment Advisory first reported a position in COIN in Q4 2022 and has held it in 10 quarters since. The position peaked at $75.9K in Q3 2025. 716 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Cary Street Partners Investment Advisory held 306 shares of Coinbase worth $44.7K as of Q2 2026.
Cary Street Partners Investment Advisory sold 16 Coinbase shares in Q2 2026, an estimated $2.89K.
Coinbase made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #602 holding.
Cary Street Partners Investment Advisory first reported a position in Coinbase in Q4 2022 and has held it in 10 quarters since.
Cary Street Partners Investment Advisory's Coinbase position peaked at $75.9K in Q3 2025.
716 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.