Truist Financial

Truist Financial’s Coinbase COIN Stock Holding History

Truist 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 Q1	$11.2M	Buy	64,375 +1,567	+2%	+$308K	0.02%	579
2025 Q4	$14.2M	Buy	62,808 +5,110	+9%	+$1.52M	0.02%	499
2025 Q3	$19.5M	Buy	57,698 +4,571	+9%	+$1.55M	0.03%	419
2025 Q2	$18.6M	Sell	53,127 -4,170	-7%	-$975K	0.03%	420
2025 Q1	$9.87M	Buy	57,297 +50,720	+771%	+$12.3M	0.02%	571
2024 Q4	$1.63M	Buy	6,577 +1,040	+19%	+$264K	﹤0.01%	1324
2024 Q3	$987K	Sell	5,537 -451	-8%	-$90.3K	﹤0.01%	1530
2024 Q2	$1.33M	Buy	5,988 +646	+12%	+$149K	﹤0.01%	1472
2024 Q1	$1.42M	Sell	5,342 -11,274	-68%	-$2.03M	﹤0.01%	1446
2023 Q4	$2.89M	Buy	+16,616	New	+$1.81M	﹤0.01%	1082
2023 Q1	–	Hold	0	–	–	–	2586
2022 Q4	–	Sell	-5,131	Closed	-$270K	–	2586
2022 Q3	$331K	Sell	5,131 -1,117	-18%	-$78K	﹤0.01%	2038
2022 Q2	$294K	Sell	6,248 -1,757	-22%	-$167K	﹤0.01%	2230
2022 Q1	$1.52M	Sell	8,005 -6,815	-46%	-$1.33M	﹤0.01%	1418
2021 Q4	$3.74M	Buy	14,820 +6,185	+72%	+$1.8M	0.01%	1005
2021 Q3	$1.96M	Buy	8,635 +1,109	+15%	+$273K	﹤0.01%	1288
2021 Q2	$1.91M	Buy	+7,526	New	+$1.95M	﹤0.01%	1315

Other funds holding COIN

BlackRock New York $5.7T 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 $17.8B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return