FP
COIN icon

Financial Perspectives’s Coinbase COIN Stock Holding History

Financial Perspectives’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 		$95.6K Hold
513
– – 0.02% 252
2026
Q2 		$75K Hold
513
– – 0.02% 277
2026
Q1 		$89.6K Hold
513
– – 0.03% 240
2025
Q4 		$116K Hold
513
– – 0.03% 217
2025
Q3 		$173K Buy
513
+20
+4% +$6.78K 0.05% 173
2025
Q2 		$173K Hold
493
– – 0.05% 164
2025
Q1 		$84.9K Hold
493
– – 0.03% 232
2024
Q4 		$122K Hold
493
– – 0.04% 195
2024
Q3 		$87.8K Hold
493
– – 0.03% 225
2024
Q2 		$110K Hold
493
– – 0.04% 192
2024
Q1 		$131K Hold
493
– – 0.05% 174
2023
Q4 		$85.7K Hold
493
– – 0.03% 219
2023
Q3 		$37K Hold
493
– – 0.02% 284
2023
Q2 		$35.3K Hold
493
– – 0.02% 301
2023
Q1 		$33.3K Buy
493
+80
+19% +$4.79K 0.02% 301
2022
Q4 		$14.6K Sell
413
-242
-37% -$12.8K 0.01% 393
2022
Q3 		$42.2K Hold
655
– – 0.02% 254
2022
Q2 		$30.8K Sell
655
-8
-1% -$761 0.02% 294
2022
Q1 		$126K Buy
663
+74
+13% +$14.5K 0.06% 164
2021
Q4 		$149K Buy
589
+265
+82% +$77.1K 0.07% 142
2021
Q3 		$73.7K Buy
324
+136
+72% +$33.5K 0.04% 197
2021
Q2 		$47.6K Buy
+188
New +$48.8K 0.02% 261

Other funds holding COIN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Financial Perspectives's COIN Position: Q3 2026 in Review

Financial Perspectives held its Coinbase (COIN) position steady in Q3 2026 at 513 shares worth $95.6K. The position accounts for 0.02% of the portfolio, ranked #252.

Financial Perspectives first reported a position in COIN in Q2 2021 and has held it in 22 quarters since. The position peaked at $173K in Q3 2025. 694 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Financial Perspectives held 513 shares of Coinbase worth $95.6K as of Q3 2026.
  • Financial Perspectives left its Coinbase share count unchanged in Q3 2026.
  • Coinbase made up 0.02% of Financial Perspectives's portfolio in Q3 2026, its #252 holding.
  • Financial Perspectives first reported a position in Coinbase in Q2 2021 and has held it in 22 quarters since.
  • Financial Perspectives's Coinbase position peaked at $173K in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.