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 Q2	$43.9K	Hold	300	–	–	﹤0.01%	813
2026 Q1	$52.4K	Buy	300 +200	+200%	+$39.4K	﹤0.01%	723
2025 Q4	$22.6K	Buy	+100	New	+$29.8K	﹤0.01%	823
2025 Q2	–	Sell	-400	Closed	-$68.9K	–	789
2025 Q1	$68.9K	Hold	400	–	–	﹤0.01%	669
2024 Q4	$99.3K	Hold	400	–	–	﹤0.01%	697
2024 Q3	$71.3K	Buy	400 +200	+100%	+$40.1K	﹤0.01%	683
2024 Q2	$44	Hold	200	–	–	﹤0.01%	674
2024 Q1	$45	Buy	+200	New	+$36K	﹤0.01%	661
2022 Q2	–	Sell	-2,000	Closed	-$380K	–	544
2022 Q1	$380K	Buy	+2,000	New	+$391K	0.02%	388

Other funds holding COIN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Valeo Financial Advisors's COIN Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Coinbase (COIN) stake by 25% in Q2 2026, selling an estimated $167K and leaving 2,769 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #521.

Valeo Financial Advisors first reported a position in COIN in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.66M in Q2 2025. 372 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Valeo Financial Advisors held 2,769 shares of Coinbase worth $405K as of Q2 2026.
Valeo Financial Advisors sold 926 Coinbase shares in Q2 2026, an estimated $167K.
Coinbase made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #521 holding.
Valeo Financial Advisors first reported a position in Coinbase in Q1 2022 and has held it in 12 quarters since.
Valeo Financial Advisors's Coinbase position peaked at $1.66M in Q2 2025.
372 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.