WT
COIN icon

Whittier Trust’s Coinbase COIN Stock Holding History

Whittier Trust’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 		$8.67M Sell
51,316
-766
-1% -$138K 0.09% 165
2026
Q1 		$9.1M Sell
52,082
-881
-2% -$173K 0.1% 146
2025
Q4 		$13.3M Buy
52,963
+315
+0.6% +$93.9K 0.14% 122
2025
Q3 		$20M Sell
52,648
-6,233
-11% -$2.11M 0.23% 86
2025
Q2 		$20.6M Sell
58,881
-2,949
-5% -$689K 0.25% 80
2025
Q1 		$10.6M Sell
61,830
-12,678
-17% -$3.07M 0.15% 127
2024
Q4 		$18.5M Sell
74,508
-5,000
-6% -$1.27M 0.24% 82
2024
Q3 		$14.2M Sell
79,508
-625
-0.8% -$125K 0.19% 104
2024
Q2 		$17.8M Sell
80,133
-789
-1% -$182K 0.25% 78
2024
Q1 		$21.5M Sell
80,922
-55,562
-41% -$10M 0.31% 74
2023
Q4 		$23.7M Buy
136,484
+39,513
+41% +$4.31M 0.38% 65
2023
Q3 		$7.28M Buy
96,971
+8,570
+10% +$722K 0.13% 153
2023
Q2 		$6.32M Hold
88,401
– – 0.11% 163
2023
Q1 		$5.97M Sell
88,401
-54,500
-38% -$3.26M 0.11% 174
2022
Q4 		$5.06M Sell
142,901
-100
-0.1% -$5.27K 0.1% 183
2022
Q3 		$9.22M Buy
143,001
+23
+0% +$1.61K 0.19% 121
2022
Q2 		$6.72M Sell
142,978
-20,320
-12% -$1.93M 0.14% 149
2022
Q1 		$31M Sell
163,298
-7,565
-4% -$1.48M 0.52% 46
2021
Q4 		$43.1M Buy
170,863
+40,352
+31% +$11.7M 0.7% 32
2021
Q3 		$29.7M Sell
130,511
-500
-0.4% -$123K 0.54% 45
2021
Q2 		$33.2M Buy
+131,011
New +$34M 0.59% 38

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
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

Whittier Trust's COIN Position: Q2 2026 in Review

Whittier Trust reduced its Coinbase (COIN) stake by 1.5% in Q2 2026, selling an estimated $138K and leaving 51,316 shares worth $8.67M. The position accounts for 0.09% of the portfolio, ranked #165.

Whittier Trust first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $43.1M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Whittier Trust held 51,316 shares of Coinbase worth $8.67M as of Q2 2026.
  • Whittier Trust sold 766 Coinbase shares in Q2 2026, an estimated $138K.
  • Coinbase made up 0.09% of Whittier Trust's portfolio in Q2 2026, its #165 holding.
  • Whittier Trust first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • Whittier Trust's Coinbase position peaked at $43.1M in Q4 2021.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.