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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

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

Fiduciary Financial Group increased its Coinbase (COIN) stake by 0.03% in Q2 2026, buying an estimated $542 and bringing the position to 11,237 shares worth $1.64M. The position accounts for 0.19% of the portfolio, ranked #78.

Fiduciary Financial Group first reported a position in COIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.84M in Q3 2025. 420 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Fiduciary Financial Group held 11,237 shares of Coinbase worth $1.64M as of Q2 2026.
Fiduciary Financial Group bought 3 Coinbase shares in Q2 2026, an estimated $542.
Coinbase made up 0.19% of Fiduciary Financial Group's portfolio in Q2 2026, its #78 holding.
Fiduciary Financial Group first reported a position in Coinbase in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Coinbase position peaked at $3.84M in Q3 2025.
420 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.