PF
COIN icon

Phoenix Financial’s Coinbase COIN Stock Holding History

Phoenix Financial’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 		$250K Sell
1,711
-993
-37% -$179K ﹤0.01% 467
2026
Q1 		$472K Sell
2,704
-5,271
-66% -$1.04M ﹤0.01% 318
2025
Q4 		$1.8M Buy
7,975
+931
+13% +$277K 0.02% 187
2025
Q3 		$2.38M Buy
7,044
+923
+15% +$313K 0.03% 170
2025
Q2 		$2.14M Buy
6,121
+4,589
+300% +$1.07M 0.03% 176
2025
Q1 		$265K Sell
1,532
-2,874
-65% -$696K ﹤0.01% 314
2024
Q4 		$1.09M Buy
4,406
+2,996
+212% +$761K 0.01% 213
2024
Q3 		$252K Buy
1,410
+512
+57% +$103K ﹤0.01% 314
2024
Q2 		$201K Sell
898
-396
-31% -$91.1K ﹤0.01% 325
2024
Q1 		$342K Buy
+1,294
New +$233K ﹤0.01% 311
2022
Q4 		– Sell
-7,225
Closed -$463K – 297
2022
Q3 		$463K Sell
7,225
-659
-8% -$46K 0.01% 250
2022
Q2 		$378K Buy
7,884
+1,181
+18% +$112K 0.01% 294
2022
Q1 		$1.29M Sell
6,703
-390
-5% -$76.2K 0.02% 238
2021
Q4 		$1.79M Sell
7,093
-792
-10% -$230K 0.03% 208
2021
Q3 		$1.79M Buy
+7,885
New +$1.94M 0.03% 221

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 $3.38T AUM 44.17% 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

Phoenix Financial's COIN Position: Q2 2026 in Review

Phoenix Financial reduced its Coinbase (COIN) stake by 37% in Q2 2026, selling an estimated $179K and leaving 1,711 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Phoenix Financial first reported a position in COIN in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.38M in Q3 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Phoenix Financial held 1,711 shares of Coinbase worth $250K as of Q2 2026.
  • Phoenix Financial sold 993 Coinbase shares in Q2 2026, an estimated $179K.
  • Coinbase made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #467 holding.
  • Phoenix Financial first reported a position in Coinbase in Q3 2021 and has held it in 15 quarters since.
  • Phoenix Financial's Coinbase position peaked at $2.38M in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.