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Norris Financial Group’s Coinbase COIN Stock Holding History

Norris 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 		$2.27M Buy
15,525
+1,072
+7% +$194K 0.9% 35
2026
Q1 		$2.52M Buy
+14,453
New +$2.84M 0.82% 40

Other funds holding COIN

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Norris Financial Group increased its Coinbase (COIN) stake by 7.4% in Q2 2026, buying an estimated $194K and bringing the position to 15,525 shares worth $2.27M. The position accounts for 0.9% of the portfolio, ranked #35.

Norris Financial Group first reported a position in COIN in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.52M in Q1 2026. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Norris Financial Group held 15,525 shares of Coinbase worth $2.27M as of Q2 2026.
  • Norris Financial Group bought 1,072 Coinbase shares in Q2 2026, an estimated $194K.
  • Coinbase made up 0.9% of Norris Financial Group's portfolio in Q2 2026, its #35 holding.
  • Norris Financial Group first reported a position in Coinbase in Q1 2026 and has held it in 2 quarters since.
  • Norris Financial Group's Coinbase position peaked at $2.52M in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.