MA
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Mutual Advisors’s Coinbase COIN Stock Holding History

Mutual 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
Q3 		$2.4M Buy
12,891
+860
+7% +$146K 0.04% 390
2026
Q2 		$1.76M Sell
12,031
-363
-3% -$65.5K 0.03% 456
2026
Q1 		$2.16M Buy
12,394
+3,121
+34% +$614K 0.05% 360
2025
Q4 		$2.1M Sell
9,273
-537
-5% -$160K 0.04% 355
2025
Q3 		$3.17M Buy
9,810
+7,016
+251% +$2.38M 0.07% 263
2025
Q2 		$1.09M Sell
2,794
-1,099
-28% -$257K 0.03% 469
2025
Q1 		$816K Buy
3,893
+1,015
+35% +$246K 0.02% 525
2024
Q4 		$811K Sell
2,878
-136
-5% -$34.5K 0.02% 550
2024
Q3 		$630K Sell
3,014
-294
-9% -$58.9K 0.02% 631
2024
Q2 		$775K Buy
3,308
+424
+15% +$97.6K 0.02% 563
2024
Q1 		$765K Buy
2,884
+1,500
+108% +$270K 0.02% 567
2023
Q4 		$241K Buy
+1,384
New +$151K 0.01% 901
2022
Q4 		– Sell
-6,159
Closed -$397K – 922
2022
Q3 		$397K Buy
6,159
+287
+5% +$20K 0.02% 632
2022
Q2 		$276K Sell
5,872
-1,264
-18% -$120K 0.02% 700
2022
Q1 		$1.36M Buy
7,136
+373
+6% +$72.9K 0.08% 288
2021
Q4 		$1.71M Buy
6,763
+4,850
+254% +$1.41M 0.09% 259
2021
Q3 		$435K Sell
1,913
-61
-3% -$15K 0.03% 586
2021
Q2 		$500K Buy
+1,974
New +$512K 0.03% 519

Other funds holding COIN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $8.04B AUM 33.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mutual Advisors's COIN Position: Q3 2026 in Review

Mutual Advisors increased its Coinbase (COIN) stake by 7.1% in Q3 2026, buying an estimated $146K and bringing the position to 12,891 shares worth $2.4M. The position accounts for 0.04% of the portfolio, ranked #390.

Mutual Advisors first reported a position in COIN in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.17M in Q3 2025. 846 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Mutual Advisors held 12,891 shares of Coinbase worth $2.4M as of Q3 2026.
  • Mutual Advisors bought 860 Coinbase shares in Q3 2026, an estimated $146K.
  • Coinbase made up 0.04% of Mutual Advisors's portfolio in Q3 2026, its #390 holding.
  • Mutual Advisors first reported a position in Coinbase in Q2 2021 and has held it in 18 quarters since.
  • Mutual Advisors's Coinbase position peaked at $3.17M in Q3 2025.
  • 846 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.