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J. Derek Lewis & Associates’s Coinbase COIN Stock Holding History

J. Derek Lewis & Associates’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 		$943K Buy
6,453
+1,163
+22% +$210K 0.18% 80
2026
Q1 		$924K Buy
+5,290
New +$1.04M 0.21% 66

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

J. Derek Lewis & Associates's COIN Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Coinbase (COIN) stake by 22% in Q2 2026, buying an estimated $210K and bringing the position to 6,453 shares worth $943K. The position accounts for 0.18% of the portfolio, ranked #80.

J. Derek Lewis & Associates first reported a position in COIN in Q1 2026 and has held it in 2 quarters since. 591 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • J. Derek Lewis & Associates held 6,453 shares of Coinbase worth $943K as of Q2 2026.
  • J. Derek Lewis & Associates bought 1,163 Coinbase shares in Q2 2026, an estimated $210K.
  • Coinbase made up 0.18% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #80 holding.
  • J. Derek Lewis & Associates first reported a position in Coinbase in Q1 2026 and has held it in 2 quarters since.
  • 591 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.