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Colonial Trust Advisors’s Coinbase COIN Stock Holding History

Colonial Trust 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
Q2 		$14.8K Sell
101
-50
-33% -$9.03K ﹤0.01% 513
2026
Q1 		$26.4K Buy
151
+50
+50% +$9.84K ﹤0.01% 414
2025
Q4 		$22.8K Hold
101
– – ﹤0.01% 430
2025
Q3 		$34.1K Sell
101
-30
-23% -$10.2K ﹤0.01% 382
2025
Q2 		$45.9K Sell
131
-110
-46% -$25.7K ﹤0.01% 347
2025
Q1 		$41.5K Buy
241
+80
+50% +$19.4K ﹤0.01% 358
2024
Q4 		$40K Sell
161
-140
-47% -$35.5K ﹤0.01% 344
2024
Q3 		$53.6K Buy
301
+100
+50% +$20K ﹤0.01% 327
2024
Q2 		$44.7K Buy
201
+200
+20,000% +$46K ﹤0.01% 340
2024
Q1 		$265 Hold
1
– – ﹤0.01% 956
2023
Q4 		$174 Hold
1
– – ﹤0.01% 874
2023
Q3 		$75 Sell
1
-100
-99% -$8.43K ﹤0.01% 909
2023
Q2 		$7.23K Sell
101
-50
-33% -$2.98K ﹤0.01% 573
2023
Q1 		$10.2K Buy
151
+110
+268% +$6.59K ﹤0.01% 506
2022
Q4 		$1.45K Buy
+41
New +$2.16K ﹤0.01% 762

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
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

Colonial Trust Advisors's COIN Position: Q2 2026 in Review

Colonial Trust Advisors reduced its Coinbase (COIN) stake by 33% in Q2 2026, selling an estimated $9.03K and leaving 101 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Colonial Trust Advisors first reported a position in COIN in Q4 2022 and has held it in 15 quarters since. The position peaked at $53.6K in Q3 2024. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Colonial Trust Advisors held 101 shares of Coinbase worth $14.8K as of Q2 2026.
  • Colonial Trust Advisors sold 50 Coinbase shares in Q2 2026, an estimated $9.03K.
  • Coinbase made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #513 holding.
  • Colonial Trust Advisors first reported a position in Coinbase in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust Advisors's Coinbase position peaked at $53.6K in Q3 2024.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.