Marquette Asset Management’s Coinbase COIN Stock Holding History

Marquette Asset 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 Q3	$5.59K	Buy	30 +13	+76%	+$2.21K	﹤0.01%	361
2026 Q2	$2.49K	Sell	17 -12	-41%	-$2.17K	﹤0.01%	560
2026 Q1	$5.06K	Buy	29 +27	+1,350%	+$5.32K	﹤0.01%	358
2025 Q4	$453	Sell	2 -17	-89%	-$5.07K	﹤0.01%	682
2025 Q3	$6.41K	Buy	19 +17	+850%	+$5.76K	﹤0.01%	289
2025 Q2	$701	Hold	2	–	–	﹤0.01%	131
2025 Q1	$345	Hold	2	–	–	﹤0.01%	141
2024 Q4	$497	Hold	2	–	–	﹤0.01%	190
2024 Q3	$357	Hold	2	–	–	﹤0.01%	230
2024 Q2	$445	Hold	2	–	–	﹤0.01%	190
2024 Q1	$531	Hold	2	–	–	﹤0.01%	195
2023 Q4	$348	Hold	2	–	–	﹤0.01%	192
2023 Q3	$151	Hold	2	–	–	﹤0.01%	284
2023 Q2	$144	Hold	2	–	–	﹤0.01%	298
2023 Q1	$136	Hold	2	–	–	﹤0.01%	213
2022 Q4	$71	Hold	2	–	–	﹤0.01%	217
2022 Q3	$0	Hold	2	–	–	﹤0.01%	265
2022 Q2	$0	Hold	2	–	–	﹤0.01%	317
2022 Q1	$0	Hold	2	–	–	﹤0.01%	360
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	256
2021 Q3	$0	Hold	2	–	–	﹤0.01%	260
2021 Q2	$1K	Buy	+2	New	+$519	﹤0.01%	233

Other funds holding COIN

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Marquette Asset Management's COIN Position: Q3 2026 in Review

Marquette Asset Management increased its Coinbase (COIN) stake by 76% in Q3 2026, buying an estimated $2.21K and bringing the position to 30 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Marquette Asset Management first reported a position in COIN in Q2 2021 and has held it in 22 quarters since. The position peaked at $6.41K in Q3 2025. 59 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

Marquette Asset Management held 30 shares of Coinbase worth $5.59K as of Q3 2026.
Marquette Asset Management bought 13 Coinbase shares in Q3 2026, an estimated $2.21K.
Coinbase made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #361 holding.
Marquette Asset Management first reported a position in Coinbase in Q2 2021 and has held it in 22 quarters since.
Marquette Asset Management's Coinbase position peaked at $6.41K in Q3 2025.
59 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.