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Valeo Financial Advisors’s Coinbase COIN Stock Holding History

Valeo Financial Advisors’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
Q3 		$585K Buy
3,136
+367
+13% +$62.3K 0.01% 414
2026
Q2 		$405K Sell
2,769
-926
-25% -$167K 0.01% 521
2026
Q1 		$645K Buy
3,695
+1,192
+48% +$235K 0.02% 351
2025
Q4 		$566K Sell
2,503
-720
-22% -$215K 0.01% 428
2025
Q3 		$1.09M Sell
3,223
-1,526
-32% -$517K 0.02% 286
2025
Q2 		$1.66M Buy
4,749
+791
+20% +$185K 0.04% 197
2025
Q1 		$682K Buy
3,958
+1,709
+76% +$414K 0.02% 336
2024
Q4 		$558K Buy
2,249
+228
+11% +$57.9K 0.02% 388
2024
Q3 		$360K Sell
2,021
-35
-2% -$7.01K 0.01% 493
2024
Q2 		$457K Sell
2,056
-106
-5% -$24.4K 0.01% 417
2024
Q1 		$485K Sell
2,162
-165
-7% -$29.7K 0.02% 387
2023
Q4 		$404K Buy
+2,327
New +$254K 0.02% 414
2022
Q2 		– Sell
-3,546
Closed -$673K – 545
2022
Q1 		$673K Buy
+3,546
New +$693K 0.03% 266

Other funds holding COIN

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors's COIN Position: Q3 2026 in Review

Valeo Financial Advisors increased its Coinbase (COIN) stake by 13% in Q3 2026, buying an estimated $62.3K and bringing the position to 3,136 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #414.

Valeo Financial Advisors first reported a position in COIN in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.66M in Q2 2025. 52 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Valeo Financial Advisors held 3,136 shares of Coinbase worth $585K as of Q3 2026.
  • Valeo Financial Advisors bought 367 Coinbase shares in Q3 2026, an estimated $62.3K.
  • Coinbase made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #414 holding.
  • Valeo Financial Advisors first reported a position in Coinbase in Q1 2022 and has held it in 13 quarters since.
  • Valeo Financial Advisors's Coinbase position peaked at $1.66M in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.