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LifeSteps Financial’s Coinbase COIN Stock Holding History

LifeSteps Financial’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 		$9.79K Buy
+67
New +$12.1K ﹤0.01% 417
2024
Q2 		– Sell
-25
Closed -$6.63K – 145
2024
Q1 		$6.63K Buy
+25
New +$4.5K 0.01% 326

Other funds holding COIN

APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LifeSteps Financial's COIN Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Coinbase (COIN) in Q2 2026: 67 shares worth $9.79K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in COIN as recently as Q1 2024.

LifeSteps Financial first reported a position in COIN in Q1 2024 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • LifeSteps Financial held 67 shares of Coinbase worth $9.79K as of Q2 2026.
  • Coinbase was a new LifeSteps Financial position in Q2 2026.
  • Coinbase made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #417 holding.
  • LifeSteps Financial first reported a position in Coinbase in Q1 2024 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.