Columbia Advisory Partners’s Coinbase COIN Stock Holding History

Columbia Advisory Partners’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	–	Sell	-1,406	Closed	-$246K	–	112
2026 Q1	$246K	Sell	1,406 -376	-21%	-$74K	0.16%	81
2025 Q4	$403K	Buy	1,782 +132	+8%	+$39.3K	0.27%	50
2025 Q3	$557K	Buy	1,650 +218	+15%	+$73.9K	0.39%	41
2025 Q2	$502K	Buy	1,432 +168	+13%	+$39.3K	0.38%	40
2025 Q1	$218K	Buy	+1,264	New	+$306K	0.19%	65
2024 Q4	–	Sell	-1,329	Closed	-$237K	–	66
2024 Q3	$237K	Sell	1,329 -155	-10%	-$31K	0.22%	50
2024 Q2	$330K	Hold	1,484	–	–	0.32%	39
2024 Q1	$393K	Sell	1,484 -25	-2%	-$4.5K	0.4%	34
2023 Q4	$262K	Buy	+1,509	New	+$165K	0.27%	52
2022 Q2	–	Sell	-1,717	Closed	-$326K	–	51
2022 Q1	$326K	Buy	1,717 +651	+61%	+$127K	0.33%	28
2021 Q4	$269K	Buy	+1,066	New	+$310K	0.27%	32

Other funds holding COIN

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Columbia Advisory Partners's COIN Position: Q2 2026 in Review

Columbia Advisory Partners sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,406 shares — an estimated $246K sold.

Columbia Advisory Partners first reported a position in COIN in Q4 2021 and held it in 11 quarters. The position peaked at $557K in Q3 2025. 336 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Columbia Advisory Partners reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Columbia Advisory Partners sold 1,406 Coinbase shares in Q2 2026, an estimated $246K.
Columbia Advisory Partners first reported a position in Coinbase in Q4 2021 and held it in 11 quarters.
Columbia Advisory Partners's Coinbase position peaked at $557K in Q3 2025.
336 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.