EWM
COIN icon

Evercore Wealth Management’s Coinbase COIN Stock Holding History

Evercore Wealth Management’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 		$212K Hold
1,452
– – ﹤0.01% 391
2026
Q1 		$254K Buy
1,452
+175
+14% +$34.4K ﹤0.01% 355
2025
Q4 		$289K Sell
1,277
-25
-2% -$7.45K ﹤0.01% 345
2025
Q3 		$439K Sell
1,302
-1,358
-51% -$460K 0.01% 309
2025
Q2 		$932K Sell
2,660
-40
-1% -$9.35K 0.01% 221
2025
Q1 		$465K Sell
2,700
-70
-3% -$16.9K 0.01% 281
2024
Q4 		$688K Sell
2,770
-243
-8% -$61.7K 0.01% 248
2024
Q3 		$537K Sell
3,013
-80
-3% -$16K 0.01% 269
2024
Q2 		$687K Sell
3,093
-6
-0.2% -$1.38K 0.01% 246
2024
Q1 		$822K Buy
3,099
+544
+21% +$97.9K 0.01% 234
2023
Q4 		$444K Buy
+2,555
New +$279K 0.01% 294
2022
Q2 		– Sell
-1,891
Closed -$359K – 400
2022
Q1 		$359K Buy
1,891
+40
+2% +$7.82K 0.01% 319
2021
Q4 		$467K Hold
1,851
– – 0.01% 295
2021
Q3 		$421K Sell
1,851
-2,150
-54% -$529K 0.01% 311
2021
Q2 		$1.01M Buy
+4,001
New +$1.04M 0.02% 224

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Evercore Wealth Management's COIN Position: Q2 2026 in Review

Evercore Wealth Management held its Coinbase (COIN) position steady in Q2 2026 at 1,452 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Evercore Wealth Management first reported a position in COIN in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.01M in Q2 2021. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Evercore Wealth Management held 1,452 shares of Coinbase worth $212K as of Q2 2026.
  • Evercore Wealth Management left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #391 holding.
  • Evercore Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 15 quarters since.
  • Evercore Wealth Management's Coinbase position peaked at $1.01M in Q2 2021.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.