Silver Oak Securities’s Coinbase COIN Stock Holding History

Silver Oak Securities’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	-1,205	Closed	-$210K	–	840
2026 Q1	$210K	Sell	1,205 -141	-10%	-$27.8K	0.02%	720
2025 Q4	$312K	Buy	1,346 +73	+6%	+$21.8K	0.02%	621
2025 Q3	$430K	Buy	1,273 +2	+0.2%	+$678	0.03%	471
2025 Q2	$445K	Sell	1,271 -190	-13%	-$44.4K	0.04%	441
2025 Q1	$254K	Buy	+1,461	New	+$354K	0.02%	547

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Silver Oak Securities's COIN Position: Q2 2026 in Review

Silver Oak Securities sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,205 shares — an estimated $210K sold.

Silver Oak Securities first reported a position in COIN in Q1 2025 and held it in 5 quarters. The position peaked at $445K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Silver Oak Securities reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Silver Oak Securities sold 1,205 Coinbase shares in Q2 2026, an estimated $210K.
Silver Oak Securities first reported a position in Coinbase in Q1 2025 and held it in 5 quarters.
Silver Oak Securities's Coinbase position peaked at $445K in Q2 2025.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.