Merit Financial Group’s Coinbase COIN Stock Holding History

Merit Financial Group’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	$479K	Sell	3,273 -145	-4%	-$26.2K	﹤0.01%	1524
2026 Q1	$597K	Buy	3,418 +669	+24%	+$132K	﹤0.01%	1267
2025 Q4	$622K	Buy	2,749 +373	+16%	+$111K	0.01%	1167
2025 Q3	$802K	Buy	2,376 +820	+53%	+$278K	0.01%	952
2025 Q2	$545K	Sell	1,556 -393	-20%	-$91.9K	0.01%	1061
2025 Q1	$336K	Buy	1,949 +651	+50%	+$158K	0.01%	1084
2024 Q4	$322K	Buy	+1,298	New	+$330K	0.01%	898
2024 Q3	–	Sell	-1,582	Closed	-$352K	–	852
2024 Q2	$352K	Buy	1,582 +236	+18%	+$54.3K	0.01%	671
2024 Q1	$300K	Sell	1,346 -768	-36%	-$138K	0.01%	709
2023 Q4	$368K	Buy	+2,114	New	+$231K	0.01%	566

Other funds holding COIN

ETC

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Merit Financial Group's COIN Position: Q2 2026 in Review

Merit Financial Group reduced its Coinbase (COIN) stake by 4.2% in Q2 2026, selling an estimated $26.2K and leaving 3,273 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Merit Financial Group first reported a position in COIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $802K in Q3 2025. 213 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Merit Financial Group held 3,273 shares of Coinbase worth $479K as of Q2 2026.
Merit Financial Group sold 145 Coinbase shares in Q2 2026, an estimated $26.2K.
Coinbase made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1524 holding.
Merit Financial Group first reported a position in Coinbase in Q4 2023 and has held it in 10 quarters since.
Merit Financial Group's Coinbase position peaked at $802K in Q3 2025.
213 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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