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
2023 Q1	–	Sell	-359	Closed	-$3.84M	–	1026
2022 Q4	$3.84M	Buy	+359	New	+$18.9K	0.05%	193

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

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.