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Realta Investment Advisors’s Coinbase COIN Stock Holding History

Realta 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
2023
Q2 		– Sell
-9,000
Closed -$608K – 832
2023
Q1 		$608K Buy
+9,000
New +$539K 0.15% 172

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Realta Investment Advisors's COIN Position: Q2 2026 in Review

Realta Investment Advisors reduced its Coinbase (COIN) stake by 0.84% in Q2 2026, selling an estimated $11.9K and leaving 7,812 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #70.

Realta Investment Advisors first reported a position in COIN in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.82M in Q3 2025. 640 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Realta Investment Advisors held 7,812 shares of Coinbase worth $1.14M as of Q2 2026.
  • Realta Investment Advisors sold 66 Coinbase shares in Q2 2026, an estimated $11.9K.
  • Coinbase made up 0.35% of Realta Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • Realta Investment Advisors first reported a position in Coinbase in Q3 2021 and has held it in 19 quarters since.
  • Realta Investment Advisors's Coinbase position peaked at $2.82M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.