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Evergreen Capital Management’s Coinbase COIN Stock Holding History

Evergreen Capital 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 		$278K Sell
1,905
-647
-25% -$117K ﹤0.01% 1262
2026
Q1 		$446K Sell
2,552
-1,353
-35% -$266K 0.01% 866
2025
Q4 		$883K Buy
3,905
+2,378
+156% +$709K 0.02% 503
2025
Q3 		$515K Buy
1,527
+109
+8% +$37K 0.01% 646
2025
Q2 		$497K Buy
+1,418
New +$332K 0.01% 557
2025
Q1 		– Sell
-1,078
Closed -$268K – 1114
2024
Q4 		$268K Buy
+1,078
New +$274K 0.01% 799
2024
Q3 		– Sell
-1,032
Closed -$229K – 1014
2024
Q2 		$229K Sell
1,032
-4
-0.4% -$920 0.01% 785
2024
Q1 		$275K Buy
+1,036
New +$186K 0.01% 665
2022
Q2 		– Sell
-252,222
Closed -$672K – 590
2022
Q1 		$672K Buy
252,222
+250,137
+11,997% +$48.9M 0.03% 335
2021
Q4 		$526K Buy
2,085
+21
+1% +$6.11K 0.02% 366
2021
Q3 		$470K Buy
2,064
+915
+80% +$225K 0.02% 360
2021
Q2 		$291K Buy
+1,149
New +$298K 0.01% 423

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

Evergreen Capital Management's COIN Position: Q2 2026 in Review

Evergreen Capital Management reduced its Coinbase (COIN) stake by 25% in Q2 2026, selling an estimated $117K and leaving 1,905 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Evergreen Capital Management first reported a position in COIN in Q2 2021 and has held it in 12 quarters since. The position peaked at $883K in Q4 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Evergreen Capital Management held 1,905 shares of Coinbase worth $278K as of Q2 2026.
  • Evergreen Capital Management sold 647 Coinbase shares in Q2 2026, an estimated $117K.
  • Coinbase made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1262 holding.
  • Evergreen Capital Management first reported a position in Coinbase in Q2 2021 and has held it in 12 quarters since.
  • Evergreen Capital Management's Coinbase position peaked at $883K in Q4 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.