Cedar Mountain Advisors’s Coinbase COIN Stock Holding History

Cedar Mountain 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 Q3	$33K	Hold	177	–	–	0.01%	221
2026 Q2	$25.9K	Buy	177 +10	+6%	+$1.8K	﹤0.01%	284
2026 Q1	$29.2K	Sell	167 -10	-6%	-$1.97K	0.01%	224
2025 Q4	$40K	Hold	177	–	–	0.01%	129
2025 Q3	$59.7K	Hold	177	–	–	0.01%	102
2025 Q2	$62K	Hold	177	–	–	0.01%	85
2025 Q1	$30.5K	Hold	177	–	–	0.01%	125
2024 Q4	$43.9K	Sell	177 -25	-12%	-$6.35K	0.01%	97
2024 Q3	$36K	Hold	202	–	–	0.01%	102
2024 Q2	$44.9K	Hold	202	–	–	0.01%	76
2024 Q1	$53.6K	Hold	202	–	–	0.01%	72
2023 Q4	$35.1K	Hold	202	–	–	0.01%	91
2023 Q3	$15.2K	Hold	202	–	–	﹤0.01%	138
2023 Q2	$14.5K	Buy	202 +50	+33%	+$2.98K	﹤0.01%	140
2023 Q1	$10.3K	Hold	152	–	–	﹤0.01%	163
2022 Q4	$5.38K	Hold	152	–	–	﹤0.01%	204
2022 Q3	$10K	Hold	152	–	–	﹤0.01%	157
2022 Q2	$7K	Buy	+152	New	+$14.5K	﹤0.01%	188
2022 Q1	–	Sell	-10	Closed	-$3K	–	313
2021 Q4	$3K	Sell	10 -90	-90%	-$26.2K	﹤0.01%	256
2021 Q3	$23K	Buy	+100	New	+$24.6K	0.01%	112

Other funds holding COIN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cedar Mountain Advisors's COIN Position: Q3 2026 in Review

Cedar Mountain Advisors held its Coinbase (COIN) position steady in Q3 2026 at 177 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #221.

Cedar Mountain Advisors first reported a position in COIN in Q3 2021 and has held it in 20 quarters since. The position peaked at $62K in Q2 2025. 640 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

Cedar Mountain Advisors held 177 shares of Coinbase worth $33K as of Q3 2026.
Cedar Mountain Advisors left its Coinbase share count unchanged in Q3 2026.
Coinbase made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #221 holding.
Cedar Mountain Advisors first reported a position in Coinbase in Q3 2021 and has held it in 20 quarters since.
Cedar Mountain Advisors's Coinbase position peaked at $62K in Q2 2025.
640 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.