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 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CV Advisors's COIN Position: Q2 2026 in Review

CV Advisors reduced its Coinbase (COIN) stake by 41% in Q2 2026, selling an estimated $302K and leaving 2,417 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #100.

CV Advisors first reported a position in COIN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.76M in Q4 2024. 195 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

CV Advisors held 2,417 shares of Coinbase worth $353K as of Q2 2026.
CV Advisors sold 1,675 Coinbase shares in Q2 2026, an estimated $302K.
Coinbase made up 0.07% of CV Advisors's portfolio in Q2 2026, its #100 holding.
CV Advisors first reported a position in Coinbase in Q4 2021 and has held it in 18 quarters since.
CV Advisors's Coinbase position peaked at $1.76M in Q4 2024.
195 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.