CV Advisors’s Coinbase COIN Stock Holding History

CV 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 Q3	$451K	Hold	2,417	–	–	0.08%	81
2026 Q2	$353K	Sell	2,417 -1,675	-41%	-$302K	0.07%	100
2026 Q1	$715K	Hold	4,092	–	–	0.2%	27
2025 Q4	$925K	Hold	4,092	–	–	0.24%	25
2025 Q3	$1.38M	Hold	4,092	–	–	0.38%	19
2025 Q2	$1.43M	Sell	4,092 -1,334	-25%	-$312K	0.44%	17
2025 Q1	$935K	Sell	5,426 -1,667	-24%	-$404K	0.33%	20
2024 Q4	$1.76M	Buy	7,093 +2,909	+70%	+$738K	0.61%	15
2024 Q3	$745K	Hold	4,184	–	–	0.36%	15
2024 Q2	$930K	Sell	4,184 -115	-3%	-$26.5K	0.49%	14
2024 Q1	$1.14M	Hold	4,299	–	–	0.64%	14
2023 Q4	$748K	Hold	4,299	–	–	0.5%	14
2023 Q3	$323K	Hold	4,299	–	–	0.24%	17
2023 Q2	$308K	Sell	4,299 -280	-6%	-$16.7K	0.23%	18
2023 Q1	$309K	Buy	+4,579	New	+$274K	0.27%	17
2022 Q4	–	Sell	-4,879	Closed	-$314K	–	21
2022 Q3	$314K	Hold	4,879	–	–	0.31%	20
2022 Q2	$229K	Hold	4,879	–	–	0.22%	22
2022 Q1	$926K	Sell	4,879 -1,340	-22%	-$262K	0.66%	17
2021 Q4	$1.57M	Buy	+6,219	New	+$1.81M	0.9%	18

Other funds holding COIN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CV Advisors's COIN Position: Q3 2026 in Review

CV Advisors held its Coinbase (COIN) position steady in Q3 2026 at 2,417 shares worth $451K. The position accounts for 0.08% of the portfolio, ranked #81.

CV Advisors first reported a position in COIN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.76M in Q4 2024. 694 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

CV Advisors held 2,417 shares of Coinbase worth $451K as of Q3 2026.
CV Advisors left its Coinbase share count unchanged in Q3 2026.
Coinbase made up 0.08% of CV Advisors's portfolio in Q3 2026, its #81 holding.
CV Advisors first reported a position in Coinbase in Q4 2021 and has held it in 19 quarters since.
CV Advisors's Coinbase position peaked at $1.76M in Q4 2024.
694 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.