DT
COIN icon

Diversified Trust’s Coinbase COIN Stock Holding History

Diversified Trust’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 		$1.35M Sell
9,207
-173
-2% -$31.2K 0.02% 399
2026
Q1 		$1.64M Buy
9,380
+7,459
+388% +$1.47M 0.03% 311
2025
Q4 		$434K Buy
1,921
+25
+1% +$7.45K 0.01% 707
2025
Q3 		$640K Sell
1,896
-386
-17% -$131K 0.01% 550
2025
Q2 		$800K Sell
2,282
-1,289
-36% -$301K 0.02% 442
2025
Q1 		$615K Buy
3,571
+1,346
+60% +$326K 0.02% 506
2024
Q4 		$552K Sell
2,225
-94
-4% -$23.9K 0.01% 565
2024
Q3 		$413K Buy
2,319
+32
+1% +$6.41K 0.01% 647
2024
Q2 		$508K Buy
2,287
+180
+9% +$41.4K 0.01% 540
2024
Q1 		$559K Buy
2,107
+32
+2% +$5.76K 0.02% 483
2023
Q4 		$361K Sell
2,075
-1,250
-38% -$137K 0.01% 599
2023
Q3 		$250K Sell
3,325
-500
-13% -$42.1K 0.01% 690
2023
Q2 		$274K Hold
3,825
– – 0.01% 665
2023
Q1 		$258K Buy
+3,825
New +$229K 0.01% 678
2022
Q4 		– Sell
-3,794
Closed -$245K – 811
2022
Q3 		$245K Buy
+3,794
New +$265K 0.01% 614
2022
Q2 		– Sell
-3,794
Closed -$720K – 773
2022
Q1 		$720K Hold
3,794
– – 0.03% 337
2021
Q4 		$957K Hold
3,794
– – 0.03% 272
2021
Q3 		$863K Hold
3,794
– – 0.03% 260
2021
Q2 		$961K Buy
+3,794
New +$985K 0.03% 247

Other funds holding COIN

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
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
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Diversified Trust's COIN Position: Q2 2026 in Review

Diversified Trust reduced its Coinbase (COIN) stake by 1.8% in Q2 2026, selling an estimated $31.2K and leaving 9,207 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #399.

Diversified Trust first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q1 2026. 226 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Diversified Trust held 9,207 shares of Coinbase worth $1.35M as of Q2 2026.
  • Diversified Trust sold 173 Coinbase shares in Q2 2026, an estimated $31.2K.
  • Coinbase made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #399 holding.
  • Diversified Trust first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • Diversified Trust's Coinbase position peaked at $1.64M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.