Valued Wealth Advisors’s Coinbase COIN Stock Holding History

Valued Wealth 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	$6.72K	Hold	46	–	–	﹤0.01%	386
2026 Q1	$8.03K	Hold	46	–	–	﹤0.01%	325
2025 Q4	$10.4K	Hold	46	–	–	﹤0.01%	216
2025 Q3	$15.5K	Hold	46	–	–	0.01%	180
2025 Q2	$16.1K	Hold	46	–	–	0.01%	166
2025 Q1	$7.92K	Hold	46	–	–	﹤0.01%	257
2024 Q4	$11.4K	Hold	46	–	–	0.01%	212
2024 Q3	$8.2K	Hold	46	–	–	0.01%	237
2024 Q2	$10.2K	Buy	+46	New	+$10.6K	0.01%	190

Other funds holding COIN

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

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Valued Wealth Advisors's COIN Position: Q2 2026 in Review

Valued Wealth Advisors held its Coinbase (COIN) position steady in Q2 2026 at 46 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Valued Wealth Advisors first reported a position in COIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.1K in Q2 2025. 273 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Valued Wealth Advisors held 46 shares of Coinbase worth $6.72K as of Q2 2026.
Valued Wealth Advisors left its Coinbase share count unchanged in Q2 2026.
Coinbase made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #386 holding.
Valued Wealth Advisors first reported a position in Coinbase in Q2 2024 and has held it in 9 quarters since.
Valued Wealth Advisors's Coinbase position peaked at $16.1K in Q2 2025.
273 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.