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Legacy Investment Solutions’s Coinbase COIN Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$9.11K Buy
+26
New +$6.08K ﹤0.01% 331
2024
Q4 		$19.5K Hold
71
– – 0.01% 222
2024
Q3 		$20.2K Buy
+71
New +$14.2K 0.01% 221

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PO
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Morgan Stanley
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Norges Bank
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Legacy Investment Solutions's COIN Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Coinbase (COIN) in Q2 2025: 26 shares worth $9.11K. The stake represents ﹤0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in COIN as recently as Q4 2024.

Legacy Investment Solutions first reported a position in COIN in Q3 2024 and has held it in 3 quarters since. The position peaked at $20.2K in Q3 2024. 1,255 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

  • Legacy Investment Solutions held 26 shares of Coinbase worth $9.11K as of Q2 2025.
  • Coinbase was a new Legacy Investment Solutions position in Q2 2025.
  • Coinbase made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #331 holding.
  • Legacy Investment Solutions first reported a position in Coinbase in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Coinbase position peaked at $20.2K in Q3 2024.
  • 1,255 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.