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
2024 Q2	–	Sell	-200	Closed	-$53K	–	379
2024 Q1	$53K	Buy	+200	New	+$36K	0.01%	353

Other funds holding COIN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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. 1,176 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.
1,176 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.