Stifel Financial
COIN icon

Stifel Financial’s Coinbase COIN Stock Holding History

Stifel Financial’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 		$10.1M Sell
69,388
-6,192
-8% -$1.12M 0.01% 1007
2026
Q1 		$13.2M Buy
75,580
+3,308
+5% +$651K 0.01% 824
2025
Q4 		$16.3M Buy
72,272
+1,388
+2% +$414K 0.01% 720
2025
Q3 		$23.9M Buy
70,884
+13,223
+23% +$4.48M 0.02% 561
2025
Q2 		$20.2M Sell
57,661
-6,746
-10% -$1.58M 0.02% 586
2025
Q1 		$11.1M Buy
64,407
+6,885
+12% +$1.67M 0.01% 795
2024
Q4 		$14.3M Buy
57,522
+14,010
+32% +$3.56M 0.01% 707
2024
Q3 		$7.75M Buy
43,512
+13,591
+45% +$2.72M 0.01% 964
2024
Q2 		$6.65M Sell
29,921
-1,368
-4% -$315K 0.01% 987
2024
Q1 		$8.3M Sell
31,289
-15,924
-34% -$2.87M 0.01% 885
2023
Q4 		$8.21M Sell
47,213
-381
-0.8% -$41.6K 0.01% 857
2023
Q3 		$3.57M Sell
47,594
-538
-1% -$45.3K 0.01% 1225
2023
Q2 		$3.44M Buy
48,132
+11,113
+30% +$663K ﹤0.01% 1269
2023
Q1 		$2.5M Sell
37,019
-3,377
-8% -$202K ﹤0.01% 1430
2022
Q4 		$1.43M Sell
40,396
-3,172
-7% -$167K ﹤0.01% 1756
2022
Q3 		$2.81M Sell
43,568
-7,565
-15% -$528K ﹤0.01% 1242
2022
Q2 		$2.4M Sell
51,133
-10,816
-17% -$1.03M ﹤0.01% 1383
2022
Q1 		$11.8M Sell
61,949
-9,214
-13% -$1.8M 0.02% 653
2021
Q4 		$18M Buy
71,163
+10,014
+16% +$2.91M 0.02% 534
2021
Q3 		$13.9M Buy
61,149
+15,244
+33% +$3.75M 0.02% 600
2021
Q2 		$11.6M Buy
+45,905
New +$11.9M 0.02% 657

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

Stifel Financial's COIN Position: Q2 2026 in Review

Stifel Financial reduced its Coinbase (COIN) stake by 8.2% in Q2 2026, selling an estimated $1.12M and leaving 69,388 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #1007.

Stifel Financial first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $23.9M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Stifel Financial held 69,388 shares of Coinbase worth $10.1M as of Q2 2026.
  • Stifel Financial sold 6,192 Coinbase shares in Q2 2026, an estimated $1.12M.
  • Coinbase made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1007 holding.
  • Stifel Financial first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • Stifel Financial's Coinbase position peaked at $23.9M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.