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Root Financial Partners’s Coinbase COIN Stock Holding History

Root Financial Partners’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 		– Sell
-179
Closed -$31.3K – 984
2026
Q1 		$31.3K Sell
179
-52
-23% -$10.2K ﹤0.01% 1094
2025
Q4 		$52.2K Buy
231
+50
+28% +$14.9K ﹤0.01% 695
2025
Q3 		$61.1K Buy
+181
New +$61.4K ﹤0.01% 603

Other funds holding COIN

APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Root Financial Partners's COIN Position: Q2 2026 in Review

Root Financial Partners sold out of Coinbase (COIN) in Q2 2026, closing a stake of 179 shares — an estimated $31.3K sold.

Root Financial Partners first reported a position in COIN in Q3 2025 and held it in 3 quarters. The position peaked at $61.1K in Q3 2025. 370 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Root Financial Partners reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 179 Coinbase shares in Q2 2026, an estimated $31.3K.
  • Root Financial Partners first reported a position in Coinbase in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Coinbase position peaked at $61.1K in Q3 2025.
  • 370 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.