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Perigon Wealth Management’s Coinbase COIN Stock Holding History

Perigon Wealth Management’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 		$1.39M Buy
9,542
+2,601
+37% +$470K 0.02% 486
2026
Q1 		$1.21M Buy
6,941
+251
+4% +$49.4K 0.02% 479
2025
Q4 		$1.51M Sell
6,690
-194
-3% -$57.8K 0.03% 437
2025
Q3 		$2.32M Sell
6,884
-426
-6% -$144K 0.05% 319
2025
Q2 		$2.56M Sell
7,310
-755
-9% -$177K 0.06% 287
2025
Q1 		$1.39M Buy
8,065
+304
+4% +$73.6K 0.04% 377
2024
Q4 		$2.19M Buy
7,761
+283
+4% +$71.8K 0.05% 297
2024
Q3 		$1.33M Sell
7,478
-61
-0.8% -$12.2K 0.04% 370
2024
Q2 		$1.68M Sell
7,539
-945
-11% -$217K 0.05% 278
2024
Q1 		$2.25M Sell
8,484
-1,417
-14% -$255K 0.07% 237
2023
Q4 		$1.72M Sell
9,901
-42
-0.4% -$4.59K 0.06% 247
2023
Q3 		$747K Sell
9,943
-5,162
-34% -$435K 0.03% 360
2023
Q2 		$1.08M Buy
15,105
+519
+4% +$31K 0.04% 307
2023
Q1 		$986K Sell
14,586
-2,363
-14% -$142K 0.06% 271
2022
Q4 		$600K Buy
16,949
+13,278
+362% +$700K 0.04% 356
2022
Q3 		$237K Buy
+3,671
New +$256K 0.02% 489
2022
Q2 		– Sell
-2,633
Closed -$500K – 582
2022
Q1 		$500K Buy
2,633
+1,090
+71% +$213K 0.04% 363
2021
Q4 		$389K Sell
1,543
-428
-22% -$124K 0.03% 395
2021
Q3 		$448K Sell
1,971
-113
-5% -$27.8K 0.04% 327
2021
Q2 		$528K Buy
+2,084
New +$541K 0.05% 294

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Perigon Wealth Management's COIN Position: Q2 2026 in Review

Perigon Wealth Management increased its Coinbase (COIN) stake by 37% in Q2 2026, buying an estimated $470K and bringing the position to 9,542 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #486.

Perigon Wealth Management first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.56M in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Perigon Wealth Management held 9,542 shares of Coinbase worth $1.39M as of Q2 2026.
  • Perigon Wealth Management bought 2,601 Coinbase shares in Q2 2026, an estimated $470K.
  • Coinbase made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #486 holding.
  • Perigon Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Perigon Wealth Management's Coinbase position peaked at $2.56M in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.