Chicago Partners Investment Group’s Coinbase COIN Stock Holding History

Chicago Partners Investment 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	$524K	Buy	3,254 +2,153	+196%	+$389K	0.01%	974
2026 Q1	$227K	Buy	+1,101	New	+$217K	0.01%	1272
2025 Q4	–	Sell	-1,189	Closed	-$422K	–	1307
2025 Q3	$422K	Buy	1,189 +97	+9%	+$32.9K	0.01%	794
2025 Q2	$434K	Buy	1,092 +59	+6%	+$13.8K	0.01%	657
2025 Q1	$203K	Sell	1,033 -123	-11%	-$29.8K	0.01%	866
2024 Q4	$301K	Buy	+1,156	New	+$293K	0.01%	655
2024 Q2	–	Sell	-985	Closed	-$233K	–	749
2024 Q1	$233K	Buy	+985	New	+$177K	0.01%	646
2022 Q1	–	Sell	-1,885	Closed	-$368K	–	573
2021 Q4	$368K	Buy	1,885 +959	+104%	+$279K	0.03%	396
2021 Q3	$311K	Buy	+926	New	+$228K	0.02%	434

Other funds holding COIN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Chicago Partners Investment Group's COIN Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Coinbase (COIN) stake by 196% in Q2 2026, buying an estimated $389K and bringing the position to 3,254 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #974.

Chicago Partners Investment Group first reported a position in COIN in Q3 2021 and has held it in 9 quarters since. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Chicago Partners Investment Group held 3,254 shares of Coinbase worth $524K as of Q2 2026.
Chicago Partners Investment Group bought 2,153 Coinbase shares in Q2 2026, an estimated $389K.
Coinbase made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #974 holding.
Chicago Partners Investment Group first reported a position in Coinbase in Q3 2021 and has held it in 9 quarters since.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.