SVB Wealth’s Coinbase COIN Stock Holding History

SVB 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 Q1	$3.06M	Buy	17,529 +6,075	+53%	+$1.2M	0.2%	106
2025 Q4	$2.59M	Buy	11,454 +8,672	+312%	+$2.58M	0.15%	126
2025 Q3	$939K	Buy	2,782 +1,199	+76%	+$407K	0.05%	234
2025 Q2	$555K	Sell	1,583 -1,985	-56%	-$464K	0.03%	290
2025 Q1	$615K	Sell	3,568 -34	-0.9%	-$8.23K	0.03%	195
2024 Q4	$894K	Buy	+3,602	New	+$914K	0.02%	344
2024 Q3	–	Sell	-29,906	Closed	-$6.65M	–	129
2024 Q2	$6.65M	Buy	29,906 +105	+0.4%	+$24.2K	0.16%	126
2024 Q1	$7.9M	Buy	29,801 +1,416	+5%	+$255K	0.18%	128
2023 Q4	$4.94M	Sell	28,385 -1,568	-5%	-$171K	0.12%	164
2023 Q3	$2.25M	Sell	29,953 -1,106	-4%	-$93.2K	0.05%	212
2023 Q2	$2.22M	Sell	31,059 -13,213	-30%	-$788K	0.04%	224
2023 Q1	$2.99M	Buy	44,272 +1,766	+4%	+$106K	0.04%	215
2022 Q4	$1.5M	Buy	42,506 +5,162	+14%	+$272K	0.02%	325
2022 Q3	$2.41M	Buy	+37,344	New	+$2.61M	0.04%	236
2022 Q2	–	Sell	-1,237	Closed	-$235K	–	773
2022 Q1	$235K	Buy	1,237 +337	+37%	+$65.8K	﹤0.01%	652
2021 Q4	$228K	Sell	900 -4,043	-82%	-$1.18M	﹤0.01%	654
2021 Q3	$1.12M	Sell	4,943 -1,473	-23%	-$363K	0.01%	369
2021 Q2	$1.63M	Buy	+6,416	New	+$1.67M	0.02%	288

Other funds holding COIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return