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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
2025
Q3 		– Sell
-200
Closed -$70.1K – 1519
2025
Q2 		$70.1K Buy
+200
New +$46.8K ﹤0.01% 1343
2025
Q1 		– Sell
-200
Closed -$49.7K – 1258
2024
Q4 		$49.7K Buy
200
+100
+100% +$25.4K ﹤0.01% 1071
2024
Q3 		$17.8K Hold
100
– – ﹤0.01% 1061
2024
Q2 		$22.2K Buy
+100
New +$23K ﹤0.01% 955

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
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
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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. 289 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.
  • 289 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.