Patriot Financial Group Insurance Agency’s Coinbase COIN Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-2,006	Closed	-$350K	–	525
2026 Q1	$350K	Buy	2,006 +824	+70%	+$162K	0.02%	524
2025 Q4	$267K	Buy	1,182 +282	+31%	+$84K	0.03%	415
2025 Q3	$304K	Buy	+900	New	+$305K	0.04%	379
2022 Q3	–	Sell	-115	Closed	-$5K	–	696
2022 Q2	$5K	Sell	115 -431	-79%	-$41K	﹤0.01%	1468
2022 Q1	$104K	Buy	+546	New	+$107K	0.02%	574

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's COIN Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Coinbase (COIN) in Q2 2026, closing a stake of 2,006 shares — an estimated $350K sold.

Patriot Financial Group Insurance Agency first reported a position in COIN in Q1 2022 and held it in 5 quarters. The position peaked at $350K in Q1 2026. 640 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,006 Coinbase shares in Q2 2026, an estimated $350K.
Patriot Financial Group Insurance Agency first reported a position in Coinbase in Q1 2022 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Coinbase position peaked at $350K in Q1 2026.
640 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.