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 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

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

Financial Perspectives's COIN Position: Q2 2026 in Review

Financial Perspectives held its Coinbase (COIN) position steady in Q2 2026 at 513 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #277.

Financial Perspectives first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $173K in Q3 2025. 392 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Financial Perspectives held 513 shares of Coinbase worth $75K as of Q2 2026.
Financial Perspectives left its Coinbase share count unchanged in Q2 2026.
Coinbase made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #277 holding.
Financial Perspectives first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
Financial Perspectives's Coinbase position peaked at $173K in Q3 2025.
392 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.