Mayflower Financial Advisors’s Coinbase COIN Stock Holding History

Mayflower Financial Advisors’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	$233K	Sell	1,593 -1,003	-39%	-$181K	0.02%	440
2026 Q1	$453K	Buy	2,596 +373	+17%	+$73.4K	0.06%	279
2025 Q4	$503K	Buy	2,223 +296	+15%	+$88.2K	0.06%	250
2025 Q3	$650K	Buy	1,927 +21	+1%	+$7.12K	0.08%	208
2025 Q2	$668K	Buy	1,906 +227	+14%	+$53.1K	0.09%	196
2025 Q1	$289K	Buy	+1,679	New	+$407K	0.04%	313

Other funds holding COIN

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mayflower Financial Advisors's COIN Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Coinbase (COIN) stake by 39% in Q2 2026, selling an estimated $181K and leaving 1,593 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #440.

Mayflower Financial Advisors first reported a position in COIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $668K in Q2 2025. 474 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Mayflower Financial Advisors held 1,593 shares of Coinbase worth $233K as of Q2 2026.
Mayflower Financial Advisors sold 1,003 Coinbase shares in Q2 2026, an estimated $181K.
Coinbase made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #440 holding.
Mayflower Financial Advisors first reported a position in Coinbase in Q1 2025 and has held it in 6 quarters since.
Mayflower Financial Advisors's Coinbase position peaked at $668K in Q2 2025.
474 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.