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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evergreen Capital Management's COIN Position: Q1 2026 in Review

Evergreen Capital Management reduced its Coinbase (COIN) stake by 35% in Q1 2026, selling an estimated $266K and leaving 2,552 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #866.

Evergreen Capital Management first reported a position in COIN in Q2 2021 and has held it in 11 quarters since. The position peaked at $883K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Evergreen Capital Management held 2,552 shares of Coinbase worth $446K as of Q1 2026.
Evergreen Capital Management sold 1,353 Coinbase shares in Q1 2026, an estimated $266K.
Coinbase made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #866 holding.
Evergreen Capital Management first reported a position in Coinbase in Q2 2021 and has held it in 11 quarters since.
Evergreen Capital Management's Coinbase position peaked at $883K in Q4 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.