JIC
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Joel Isaacson & Co’s Coinbase COIN Stock Holding History

Joel Isaacson & Co’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 		$1.75M Hold
11,995
– – 0.05% 154
2026
Q1 		$2.09M Sell
11,995
-643
-5% -$127K 0.07% 130
2025
Q4 		$2.86M Sell
12,638
-118
-0.9% -$35.2K 0.09% 101
2025
Q3 		$4.31M Buy
12,756
+728
+6% +$247K 0.16% 67
2025
Q2 		$4.22M Buy
12,028
+500
+4% +$117K 0.17% 59
2025
Q1 		$1.99M Buy
11,528
+5,875
+104% +$1.42M 0.09% 104
2024
Q4 		$1.4M Sell
5,653
-1,025
-15% -$260K 0.06% 122
2024
Q3 		$1.19M Sell
6,678
-813
-11% -$163K 0.06% 129
2024
Q2 		$1.66M Sell
7,491
-200
-3% -$46K 0.09% 102
2024
Q1 		$2.04M Sell
7,691
-1,567
-17% -$282K 0.11% 89
2023
Q4 		$1.61M Hold
9,258
– – 0.1% 94
2023
Q3 		$695K Sell
9,258
-676
-7% -$57K 0.05% 149
2023
Q2 		$711K Hold
9,934
– – 0.05% 152
2023
Q1 		$671K Sell
9,934
-10
-0.1% -$599 0.05% 149
2022
Q4 		$352K Sell
9,944
-1,290
-11% -$68K 0.03% 220
2022
Q3 		$724K Sell
11,234
-60
-0.5% -$4.19K 0.06% 127
2022
Q2 		$531K Buy
11,294
+250
+2% +$23.8K 0.04% 161
2022
Q1 		$1.6M Buy
11,044
+350
+3% +$68.4K 0.12% 81
2021
Q4 		$2.7M Buy
10,694
+2,946
+38% +$857K 0.19% 55
2021
Q3 		$1.76M Buy
7,748
+3,068
+66% +$755K 0.13% 76
2021
Q2 		$1.19M Buy
+4,680
New +$1.22M 0.09% 91

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

Joel Isaacson & Co's COIN Position: Q2 2026 in Review

Joel Isaacson & Co held its Coinbase (COIN) position steady in Q2 2026 at 11,995 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #154.

Joel Isaacson & Co first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.31M in Q3 2025. 591 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Joel Isaacson & Co held 11,995 shares of Coinbase worth $1.75M as of Q2 2026.
  • Joel Isaacson & Co left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.05% of Joel Isaacson & Co's portfolio in Q2 2026, its #154 holding.
  • Joel Isaacson & Co first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • Joel Isaacson & Co's Coinbase position peaked at $4.31M in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.