Everhart Financial Group’s Coinbase COIN Stock Holding History

Everhart Financial Group’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	$291K	Sell	1,988 -119	-6%	-$21.5K	0.02%	379
2026 Q1	$368K	Sell	2,107 -165	-7%	-$32.5K	0.03%	330
2025 Q4	$514K	Buy	2,272 +89	+4%	+$26.5K	0.05%	258
2025 Q3	$737K	Buy	2,183 +92	+4%	+$31.2K	0.07%	199
2025 Q2	$733K	Buy	+2,091	New	+$489K	0.08%	172
2025 Q1	–	Sell	-944	Closed	-$234K	–	334
2024 Q4	$234K	Buy	+944	New	+$240K	0.05%	286

Other funds holding COIN

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Everhart Financial Group's COIN Position: Q2 2026 in Review

Everhart Financial Group reduced its Coinbase (COIN) stake by 5.6% in Q2 2026, selling an estimated $21.5K and leaving 1,988 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #379.

Everhart Financial Group first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $737K in Q3 2025. 203 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Everhart Financial Group held 1,988 shares of Coinbase worth $291K as of Q2 2026.
Everhart Financial Group sold 119 Coinbase shares in Q2 2026, an estimated $21.5K.
Coinbase made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #379 holding.
Everhart Financial Group first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
Everhart Financial Group's Coinbase position peaked at $737K in Q3 2025.
203 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.