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Concurrent Investment Advisors’s Coinbase COIN Stock Holding History

Concurrent Investment 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 		$539K Sell
3,689
-5,751
-61% -$1.04M ﹤0.01% 1363
2026
Q1 		$1.65M Buy
9,440
+4,095
+77% +$806K 0.02% 684
2025
Q4 		$1.21M Buy
5,345
+65
+1% +$19.4K 0.01% 747
2025
Q3 		$1.78M Buy
5,280
+1,644
+45% +$557K 0.03% 495
2025
Q2 		$1.27M Buy
3,636
+2,175
+149% +$508K 0.02% 539
2025
Q1 		$252K Buy
1,461
+389
+36% +$94.2K 0.01% 1012
2024
Q4 		$266K Sell
1,072
-129
-11% -$32.7K 0.01% 875
2024
Q3 		$214K Sell
1,201
-759
-39% -$152K 0.01% 920
2024
Q2 		$436K Buy
1,960
+302
+18% +$69.5K 0.01% 635
2024
Q1 		$440K Sell
1,658
-994
-37% -$179K 0.02% 581
2023
Q4 		$461K Buy
+2,652
New +$290K 0.02% 510

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's COIN Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Coinbase (COIN) stake by 61% in Q2 2026, selling an estimated $1.04M and leaving 3,689 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Concurrent Investment Advisors first reported a position in COIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q3 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Concurrent Investment Advisors held 3,689 shares of Coinbase worth $539K as of Q2 2026.
  • Concurrent Investment Advisors sold 5,751 Coinbase shares in Q2 2026, an estimated $1.04M.
  • Coinbase made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1363 holding.
  • Concurrent Investment Advisors first reported a position in Coinbase in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Coinbase position peaked at $1.78M in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.