DC
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DeDora Capital’s Coinbase COIN Stock Holding History

DeDora Capital’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 		$401K Buy
2,743
+580
+27% +$105K 0.09% 92
2026
Q1 		$378K Buy
2,163
+156
+8% +$30.7K 0.09% 91
2025
Q4 		$454K Buy
2,007
+196
+11% +$58.4K 0.11% 85
2025
Q3 		$611K Buy
1,811
+89
+5% +$30.2K 0.15% 76
2025
Q2 		$604K Buy
1,722
+219
+15% +$51.2K 0.16% 78
2025
Q1 		$259K Buy
1,503
+47
+3% +$11.4K 0.07% 107
2024
Q4 		$362K Sell
1,456
-79
-5% -$20.1K 0.1% 91
2024
Q3 		$273K Sell
1,535
-38
-2% -$7.61K 0.08% 99
2024
Q2 		$350K Sell
1,573
-80
-5% -$18.4K 0.11% 91
2024
Q1 		$438K Buy
1,653
+15
+0.9% +$2.7K 0.14% 88
2023
Q4 		$285K Buy
+1,638
New +$179K 0.1% 95

Other funds holding COIN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

DeDora Capital's COIN Position: Q2 2026 in Review

DeDora Capital increased its Coinbase (COIN) stake by 27% in Q2 2026, buying an estimated $105K and bringing the position to 2,743 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #92.

DeDora Capital first reported a position in COIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $611K in Q3 2025. 546 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • DeDora Capital held 2,743 shares of Coinbase worth $401K as of Q2 2026.
  • DeDora Capital bought 580 Coinbase shares in Q2 2026, an estimated $105K.
  • Coinbase made up 0.09% of DeDora Capital's portfolio in Q2 2026, its #92 holding.
  • DeDora Capital first reported a position in Coinbase in Q4 2023 and has held it in 11 quarters since.
  • DeDora Capital's Coinbase position peaked at $611K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.