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Fiduciary Financial Group’s Coinbase COIN Stock Holding History

Fiduciary 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
Q3 		$2.11M Buy
11,321
+84
+0.7% +$14.3K 0.25% 60
2026
Q2 		$1.64M Buy
11,237
+3
+0% +$542 0.19% 78
2026
Q1 		$1.96M Sell
11,234
-11
-0.1% -$2.17K 0.26% 56
2025
Q4 		$2.54M Sell
11,245
-132
-1% -$39.3K 0.36% 47
2025
Q3 		$3.84M Sell
11,377
-2
-0% -$678 0.61% 34
2025
Q2 		$3.82M Sell
11,379
-17
-0.1% -$3.97K 0.69% 32
2025
Q1 		$1.93M Buy
11,396
+1
+0% +$242 0.42% 46
2024
Q4 		$2.95M Buy
11,395
+16
+0.1% +$4.06K 0.64% 32
2024
Q3 		$1.91M Sell
11,379
-3
-0% -$601 0.44% 42
2024
Q2 		$2.86M Buy
+11,382
New +$2.62M 0.69% 33

Other funds holding COIN

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return

Fiduciary Financial Group's COIN Position: Q3 2026 in Review

Fiduciary Financial Group increased its Coinbase (COIN) stake by 0.75% in Q3 2026, buying an estimated $14.3K and bringing the position to 11,321 shares worth $2.11M. The position accounts for 0.25% of the portfolio, ranked #60.

Fiduciary Financial Group first reported a position in COIN in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.84M in Q3 2025. 41 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Fiduciary Financial Group held 11,321 shares of Coinbase worth $2.11M as of Q3 2026.
  • Fiduciary Financial Group bought 84 Coinbase shares in Q3 2026, an estimated $14.3K.
  • Coinbase made up 0.25% of Fiduciary Financial Group's portfolio in Q3 2026, its #60 holding.
  • Fiduciary Financial Group first reported a position in Coinbase in Q2 2024 and has held it in 10 quarters since.
  • Fiduciary Financial Group's Coinbase position peaked at $3.84M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.