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 Q3	$491K	Buy	2,633 +1,010	+62%	+$172K	0.01%	476
2026 Q2	$237K	Sell	1,623 -95	-6%	-$17.1K	0.01%	704
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Refined Wealth Management Salt Lake City, Utah $179M AUM 8.26% 1-Year Est. Return

CX Institutional's COIN Position: Q3 2026 in Review

CX Institutional increased its Coinbase (COIN) stake by 62% in Q3 2026, buying an estimated $172K and bringing the position to 2,633 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #476.

CX Institutional first reported a position in COIN in Q2 2021 and has held it in 9 quarters since. 257 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

CX Institutional held 2,633 shares of Coinbase worth $491K as of Q3 2026.
CX Institutional bought 1,010 Coinbase shares in Q3 2026, an estimated $172K.
Coinbase made up 0.01% of CX Institutional's portfolio in Q3 2026, its #476 holding.
CX Institutional first reported a position in Coinbase in Q2 2021 and has held it in 9 quarters since.
257 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.