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COIN icon

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
Q2 		$1.92M Sell
13,103
-4,426
-25% -$799K 0.12% 148
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
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

SVB Wealth's COIN Position: Q2 2026 in Review

SVB Wealth reduced its Coinbase (COIN) stake by 25% in Q2 2026, selling an estimated $799K and leaving 13,103 shares worth $1.92M. The position accounts for 0.12% of the portfolio, ranked #148.

SVB Wealth first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $7.9M in Q1 2024. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • SVB Wealth held 13,103 shares of Coinbase worth $1.92M as of Q2 2026.
  • SVB Wealth sold 4,426 Coinbase shares in Q2 2026, an estimated $799K.
  • Coinbase made up 0.12% of SVB Wealth's portfolio in Q2 2026, its #148 holding.
  • SVB Wealth first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • SVB Wealth's Coinbase position peaked at $7.9M in Q1 2024.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.