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Sequoia Financial Advisors’s Coinbase COIN Stock Holding History

Sequoia Financial 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
2026
Q2 		$964K Sell
6,593
-2,342
-26% -$423K ﹤0.01% 969
2026
Q1 		$1.56M Buy
8,935
+2,005
+29% +$395K 0.01% 699
2025
Q4 		$1.57M Buy
6,930
+1,197
+21% +$357K 0.01% 678
2025
Q3 		$1.93M Buy
5,733
+902
+19% +$306K 0.01% 535
2025
Q2 		$1.69M Buy
4,831
+1,014
+27% +$237K 0.01% 511
2025
Q1 		$657K Sell
3,817
-418
-10% -$101K 0.01% 760
2024
Q4 		$1.05M Buy
4,235
+908
+27% +$231K 0.01% 565
2024
Q3 		$593K Sell
3,327
-165
-5% -$33K 0.01% 691
2024
Q2 		$776K Buy
3,492
+178
+5% +$41K 0.01% 553
2024
Q1 		$879K Buy
3,314
+144
+5% +$25.9K 0.01% 506
2023
Q4 		$551K Buy
+3,170
New +$346K 0.01% 700

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

Sequoia Financial Advisors's COIN Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Coinbase (COIN) stake by 26% in Q2 2026, selling an estimated $423K and leaving 6,593 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Sequoia Financial Advisors first reported a position in COIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Sequoia Financial Advisors held 6,593 shares of Coinbase worth $964K as of Q2 2026.
  • Sequoia Financial Advisors sold 2,342 Coinbase shares in Q2 2026, an estimated $423K.
  • Coinbase made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #969 holding.
  • Sequoia Financial Advisors first reported a position in Coinbase in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Coinbase position peaked at $1.93M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.