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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
Q2 		– Sell
-200
Closed -$34.4K – 1418
2025
Q1 		$34.4K Buy
+200
New +$48.4K ﹤0.01% 1207

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concurrent Investment Advisors's COIN Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Coinbase (COIN) stake by 77% in Q1 2026, buying an estimated $806K and bringing the position to 9,440 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #684.

Concurrent Investment Advisors first reported a position in COIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.78M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Concurrent Investment Advisors held 9,440 shares of Coinbase worth $1.65M as of Q1 2026.
  • Concurrent Investment Advisors bought 4,095 Coinbase shares in Q1 2026, an estimated $806K.
  • Coinbase made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #684 holding.
  • Concurrent Investment Advisors first reported a position in Coinbase in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Coinbase position peaked at $1.78M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.