CX Institutional’s Coinbase COIN Stock Holding History

CX Institutional’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	$237K	Sell	1,623 -95	-6%	-$17.1K	0.01%	703
2026 Q1	$300K	Buy	1,718 +939	+121%	+$185K	0.01%	603
2025 Q4	$176K	Buy	779 +89	+13%	+$26.5K	0.01%	745
2025 Q3	$233K	Buy	690 +185	+37%	+$62.7K	0.01%	643
2025 Q2	$177K	Buy	505 +11	+2%	+$2.57K	0.01%	666
2025 Q1	$85K	Buy	+494	New	+$120K	﹤0.01%	769
2022 Q3	–	Sell	-33	Closed	-$2K	–	587
2022 Q2	$2K	Buy	+33	New	+$3.14K	﹤0.01%	1087
2021 Q3	–	Sell	-6	Closed	-$2K	–	965
2021 Q2	$2K	Buy	+6	New	+$1.56K	﹤0.01%	899

Other funds holding COIN

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

CX Institutional's COIN Position: Q2 2026 in Review

CX Institutional reduced its Coinbase (COIN) stake by 5.5% in Q2 2026, selling an estimated $17.1K and leaving 1,623 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #703.

CX Institutional first reported a position in COIN in Q2 2021 and has held it in 8 quarters since. The position peaked at $300K in Q1 2026. 206 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

CX Institutional held 1,623 shares of Coinbase worth $237K as of Q2 2026.
CX Institutional sold 95 Coinbase shares in Q2 2026, an estimated $17.1K.
Coinbase made up 0.01% of CX Institutional's portfolio in Q2 2026, its #703 holding.
CX Institutional first reported a position in Coinbase in Q2 2021 and has held it in 8 quarters since.
CX Institutional's Coinbase position peaked at $300K in Q1 2026.
206 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.