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Fiduciary Alliance’s Coinbase COIN Stock Holding History

Fiduciary Alliance’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 		– Sell
-22,312
Closed -$4.37M – 547
2026
Q1 		$4.37M Buy
22,312
+1,398
+7% +$275K 0.26% 94
2025
Q4 		$4.73M Buy
20,914
+2,535
+14% +$755K 0.31% 78
2025
Q3 		$6.2M Buy
18,379
+710
+4% +$241K 0.42% 60
2025
Q2 		$6.19M Buy
17,669
+4,202
+31% +$982K 0.46% 59
2025
Q1 		$2.32M Buy
13,467
+2,014
+18% +$488K 0.23% 102
2024
Q4 		$2.84M Buy
11,453
+1,872
+20% +$475K 0.29% 83
2024
Q3 		$1.71M Buy
9,581
+1,249
+15% +$250K 0.23% 88
2024
Q2 		$1.9M Buy
8,332
+4,222
+103% +$971K 0.31% 73
2024
Q1 		$1.04M Buy
+4,110
New +$740K 0.18% 91
2023
Q3 		– Sell
-258
Closed -$18.5K – 305
2023
Q2 		$18.5K Buy
+258
New +$15.4K ﹤0.01% 468
2023
Q1 		– Sell
-8
Closed -$283 – 280
2022
Q4 		$283 Buy
+8
New +$422 ﹤0.01% 883

Other funds holding COIN

APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fiduciary Alliance's COIN Position: Q2 2026 in Review

Fiduciary Alliance sold out of Coinbase (COIN) in Q2 2026, closing a stake of 22,312 shares — an estimated $4.37M sold.

Fiduciary Alliance first reported a position in COIN in Q4 2022 and held it in 11 quarters. The position peaked at $6.2M in Q3 2025. 273 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Fiduciary Alliance reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 22,312 Coinbase shares in Q2 2026, an estimated $4.37M.
  • Fiduciary Alliance first reported a position in Coinbase in Q4 2022 and held it in 11 quarters.
  • Fiduciary Alliance's Coinbase position peaked at $6.2M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.