SW
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SteelPeak Wealth’s Coinbase COIN Stock Holding History

SteelPeak Wealth’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 		– Hold
0
– -$17.5K – 660
2026
Q1 		– Hold
0
– – – 571
2025
Q4 		– Hold
0
– – – 524
2025
Q3 		– Hold
0
– – – 551
2025
Q2 		– Hold
0
– – – 515
2023
Q3 		– Hold
0
– -$64.4K – 459
2023
Q2 		– Hold
0
– – – 430

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
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SteelPeak Wealth's COIN Position: Q2 2026 in Review

SteelPeak Wealth reduced its Coinbase (COIN) stake by 23% in Q2 2026, selling an estimated $323K and leaving 6,084 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #332.

SteelPeak Wealth first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.04M in Q3 2025. 354 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • SteelPeak Wealth held 6,084 shares of Coinbase worth $889K as of Q2 2026.
  • SteelPeak Wealth sold 1,787 Coinbase shares in Q2 2026, an estimated $323K.
  • Coinbase made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #332 holding.
  • SteelPeak Wealth first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • SteelPeak Wealth's Coinbase position peaked at $2.04M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.