Fortem Financial Group’s Coinbase COIN Stock Holding History

Fortem 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	–	Sell	-1,300	Closed	-$227K	–	190
2026 Q1	$227K	Buy	+1,300	New	+$256K	0.06%	160

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Fortem Financial Group sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,300 shares — an estimated $227K sold.

Fortem Financial Group first reported a position in COIN in Q1 2026 and held it in 1 quarter. The position peaked at $227K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Fortem Financial Group reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Fortem Financial Group sold 1,300 Coinbase shares in Q2 2026, an estimated $227K.
Fortem Financial Group first reported a position in Coinbase in Q1 2026 and held it in 1 quarter.
Fortem Financial Group's Coinbase position peaked at $227K in Q1 2026.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.