Essex Financial Services’s Coinbase COIN Stock Holding History

Essex Financial Services’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	$202K	Sell	1,384 -439	-24%	-$79.2K	0.01%	802
2026 Q1	$318K	Buy	+1,823	New	+$359K	0.02%	591
2024 Q4	–	Sell	-1,107	Closed	-$233K	–	637
2024 Q3	$233K	Sell	1,107 -65	-6%	-$13K	0.02%	555
2024 Q2	$225K	Buy	1,172 +335	+40%	+$77.1K	0.02%	554
2024 Q1	$222K	Buy	+837	New	+$151K	0.02%	484
2022 Q2	–	Sell	-1,086	Closed	-$206K	–	485
2022 Q1	$206K	Sell	1,086 -125	-10%	-$24.4K	0.02%	477
2021 Q4	$306K	Buy	1,211 +267	+28%	+$77.6K	0.03%	364
2021 Q3	$215K	Buy	944 +20	+2%	+$4.92K	0.02%	429
2021 Q2	$234K	Buy	+924	New	+$240K	0.03%	391

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Essex Financial Services's COIN Position: Q2 2026 in Review

Essex Financial Services reduced its Coinbase (COIN) stake by 24% in Q2 2026, selling an estimated $79.2K and leaving 1,384 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #802.

Essex Financial Services first reported a position in COIN in Q2 2021 and has held it in 9 quarters since. The position peaked at $318K in Q1 2026. 774 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Essex Financial Services held 1,384 shares of Coinbase worth $202K as of Q2 2026.
Essex Financial Services sold 439 Coinbase shares in Q2 2026, an estimated $79.2K.
Coinbase made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #802 holding.
Essex Financial Services first reported a position in Coinbase in Q2 2021 and has held it in 9 quarters since.
Essex Financial Services's Coinbase position peaked at $318K in Q1 2026.
774 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.