Jacobi Capital Management’s Coinbase COIN Stock Holding History

Jacobi Capital Management’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 Q1	$355K	Buy	2,034 +26	+1%	+$5.12K	0.02%	500
2025 Q4	$454K	Buy	2,008 +24	+1%	+$7.15K	0.03%	430
2025 Q3	$670K	Buy	1,984 +26	+1%	+$8.82K	0.04%	337
2025 Q2	$686K	Sell	1,958 -18	-0.9%	-$4.21K	0.05%	321
2025 Q1	$340K	Buy	1,976 +243	+14%	+$58.8K	0.03%	451
2024 Q4	$430K	Sell	1,733 -5	-0.3%	-$1.27K	0.03%	383
2024 Q3	$310K	Buy	1,738 +30	+2%	+$6.01K	0.02%	448
2024 Q2	$380K	Sell	1,708 -47	-3%	-$10.8K	0.03%	362
2024 Q1	$465K	Sell	1,755 -2,120	-55%	-$382K	0.04%	319
2023 Q4	$674K	Buy	+3,875	New	+$423K	0.07%	248
2021 Q4	–	Sell	-1,454	Closed	-$331K	–	584
2021 Q3	$331K	Buy	1,454 +30	+2%	+$7.38K	0.04%	317
2021 Q2	$361K	Buy	+1,424	New	+$370K	0.05%	290

Other funds holding COIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jacobi Capital Management's COIN Position: Q1 2026 in Review

Jacobi Capital Management increased its Coinbase (COIN) stake by 1.3% in Q1 2026, buying an estimated $5.12K and bringing the position to 2,034 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #500.

Jacobi Capital Management first reported a position in COIN in Q2 2021 and has held it in 12 quarters since. The position peaked at $686K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Jacobi Capital Management held 2,034 shares of Coinbase worth $355K as of Q1 2026.
Jacobi Capital Management bought 26 Coinbase shares in Q1 2026, an estimated $5.12K.
Coinbase made up 0.02% of Jacobi Capital Management's portfolio in Q1 2026, its #500 holding.
Jacobi Capital Management first reported a position in Coinbase in Q2 2021 and has held it in 12 quarters since.
Jacobi Capital Management's Coinbase position peaked at $686K in Q2 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.