PIA
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Perennial Investment Advisors’s Coinbase COIN Stock Holding History

Perennial Investment 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
Q1 		– Sell
-928
Closed -$210K – 523
2025
Q4 		$210K Sell
928
-43
-4% -$12.8K 0.02% 458
2025
Q3 		$328K Sell
971
-99
-9% -$33.6K 0.03% 347
2025
Q2 		$375K Sell
1,070
-1,169
-52% -$273K 0.04% 303
2025
Q1 		$386K Buy
2,239
+159
+8% +$38.5K 0.04% 273
2024
Q4 		$516K Buy
2,080
+584
+39% +$148K 0.06% 224
2024
Q3 		$267K Sell
1,496
-40
-3% -$8.01K 0.03% 311
2024
Q2 		$341K Buy
1,536
+194
+14% +$44.6K 0.05% 263
2024
Q1 		$356K Buy
+1,342
New +$242K 0.05% 230
2022
Q1 		– Sell
-1,102
Closed -$282K – 223
2021
Q4 		$282K Buy
1,102
+110
+11% +$32K 0.09% 181
2021
Q3 		$225K Buy
+992
New +$244K 0.08% 191

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Perennial Investment Advisors's COIN Position: Q1 2026 in Review

Perennial Investment Advisors sold out of Coinbase (COIN) in Q1 2026, closing a stake of 928 shares — an estimated $210K sold.

Perennial Investment Advisors first reported a position in COIN in Q3 2021 and held it in 10 quarters. The position peaked at $516K in Q4 2024. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Perennial Investment Advisors reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Perennial Investment Advisors sold 928 Coinbase shares in Q1 2026, an estimated $210K.
  • Perennial Investment Advisors first reported a position in Coinbase in Q3 2021 and held it in 10 quarters.
  • Perennial Investment Advisors's Coinbase position peaked at $516K in Q4 2024.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.