Valley National Advisers’s Coinbase COIN Stock Holding History

Valley National Advisers’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	$1.75K	Sell	12 -12	-50%	-$2.17K	﹤0.01%	821
2026 Q1	$4K	Buy	24 +18	+300%	+$3.54K	﹤0.01%	697
2025 Q4	$1K	Sell	6 -9	-60%	-$2.68K	﹤0.01%	840
2025 Q3	$5K	Sell	15 -212	-93%	-$71.9K	﹤0.01%	649
2025 Q2	$79K	Buy	227 +1	+0.4%	+$234	0.01%	324
2025 Q1	$38K	Buy	226 +20	+10%	+$4.84K	0.01%	406
2024 Q4	$51K	Hold	206	–	–	0.01%	354
2024 Q3	$36K	Sell	206 -71	-26%	-$14.2K	0.01%	381
2024 Q2	$61K	Sell	277 -5	-2%	-$1.15K	0.01%	365
2024 Q1	$74K	Buy	282 +21	+8%	+$3.78K	0.01%	356
2023 Q4	$45K	Buy	261 +10	+4%	+$1.09K	0.01%	415
2023 Q3	$19K	Buy	251 +5	+2%	+$421	﹤0.01%	509
2023 Q2	$18K	Sell	246 -10	-4%	-$596	﹤0.01%	518
2023 Q1	$14K	Hold	256	–	–	﹤0.01%	546
2022 Q4	$11K	Buy	256 +157	+159%	+$8.27K	﹤0.01%	567
2022 Q3	$7K	Buy	99 +40	+68%	+$2.79K	﹤0.01%	624
2022 Q2	$3K	Hold	59	–	–	﹤0.01%	710
2022 Q1	$11K	Hold	59	–	–	﹤0.01%	581
2021 Q4	$15K	Buy	59 +6	+11%	+$1.75K	﹤0.01%	536
2021 Q3	$12K	Buy	53 +42	+382%	+$10.3K	﹤0.01%	554
2021 Q2	$3K	Buy	+11	New	+$2.86K	﹤0.01%	731

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

Valley National Advisers's COIN Position: Q2 2026 in Review

Valley National Advisers reduced its Coinbase (COIN) stake by 50% in Q2 2026, selling an estimated $2.17K and leaving 12 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Valley National Advisers first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $79K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Valley National Advisers held 12 shares of Coinbase worth $1.75K as of Q2 2026.
Valley National Advisers sold 12 Coinbase shares in Q2 2026, an estimated $2.17K.
Coinbase made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #821 holding.
Valley National Advisers first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
Valley National Advisers's Coinbase position peaked at $79K in Q2 2025.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.