KMG Fiduciary Partners’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$236K Sell
1,615
-5,405
-77% -$976K 0.02% 196
2026
Q1
$1.23M Buy
7,020
+199
+3% +$39.2K 0.09% 158
2025
Q4
$1.54M Sell
6,821
-4,529
-40% -$1.35M 0.11% 145
2025
Q3
$3.83M Sell
11,350
-282
-2% -$95.6K 0.26% 94
2025
Q2
$4.08M Buy
11,632
+1,163
+11% +$272K 0.3% 81
2025
Q1
$1.8M Buy
+10,469
New +$2.53M 0.15% 142
2022
Q2
Sell
-1,901
Closed -$361K 206
2022
Q1
$361K Buy
+1,901
New +$371K 0.06% 165

Other funds holding COIN

KMG Fiduciary Partners's COIN Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Coinbase (COIN) stake by 77% in Q2 2026, selling an estimated $976K and leaving 1,615 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #196.

KMG Fiduciary Partners first reported a position in COIN in Q1 2022 and has held it in 7 quarters since. The position peaked at $4.08M in Q2 2025. 285 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • KMG Fiduciary Partners held 1,615 shares of Coinbase worth $236K as of Q2 2026.
  • KMG Fiduciary Partners sold 5,405 Coinbase shares in Q2 2026, an estimated $976K.
  • Coinbase made up 0.02% of KMG Fiduciary Partners's portfolio in Q2 2026, its #196 holding.
  • KMG Fiduciary Partners first reported a position in Coinbase in Q1 2022 and has held it in 7 quarters since.
  • KMG Fiduciary Partners's Coinbase position peaked at $4.08M in Q2 2025.
  • 285 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.