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Synergy Investment Management’s Coinbase COIN Stock Holding History

Synergy Investment Management’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 		$1.76K Buy
11
+6
+120% +$1.08K ﹤0.01% 913
2026
Q1 		$873 Buy
+5
New +$984 ﹤0.01% 781

Other funds holding COIN

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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

Synergy Investment Management's COIN Position: Q2 2026 in Review

Synergy Investment Management increased its Coinbase (COIN) stake by 120% in Q2 2026, buying an estimated $1.08K and bringing the position to 11 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Synergy Investment Management first reported a position in COIN in Q1 2026 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Synergy Investment Management held 11 shares of Coinbase worth $1.76K as of Q2 2026.
  • Synergy Investment Management bought 6 Coinbase shares in Q2 2026, an estimated $1.08K.
  • Coinbase made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #913 holding.
  • Synergy Investment Management first reported a position in Coinbase in Q1 2026 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.