Advisornet Financial’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$562K Sell
3,844
-202
-5% -$36.5K 0.03% 384
2026
Q1
$706K Buy
4,046
+267
+7% +$52.6K 0.04% 311
2025
Q4
$855K Sell
3,779
-522
-12% -$156K 0.05% 281
2025
Q3
$1.45M Buy
4,301
+62
+1% +$21K 0.08% 201
2025
Q2
$1.49M Buy
4,239
+578
+16% +$135K 0.1% 196
2025
Q1
$631K Buy
3,661
+192
+6% +$46.5K 0.05% 305
2024
Q4
$861K Buy
3,469
+68
+2% +$17.3K 0.07% 229
2024
Q3
$606K Buy
3,401
+313
+10% +$62.7K 0.05% 292
2024
Q2
$686K Buy
3,088
+5
+0.2% +$1.15K 0.06% 253
2024
Q1
$817K Buy
3,083
+33
+1% +$5.94K 0.08% 234
2023
Q4
$530K Buy
3,050
+33
+1% +$3.6K 0.05% 306
2023
Q3
$227K Sell
3,017
-5
-0.2% -$421 0.02% 431
2023
Q2
$216K Sell
3,022
-16
-0.5% -$954 0.02% 462
2023
Q1
$205K Hold
3,038
0.02% 462
2022
Q4
$108K Buy
3,038
+189
+7% +$9.96K 0.01% 604
2022
Q3
$184K Sell
2,849
-1,519
-35% -$106K 0.02% 514
2022
Q2
$205K Buy
4,368
+1,887
+76% +$180K 0.02% 497
2022
Q1
$471K Buy
2,481
+611
+33% +$119K 0.03% 376
2021
Q4
$472K Buy
+1,870
New +$544K 0.03% 411

Other funds holding COIN

Advisornet Financial's COIN Position: Q2 2026 in Review

Advisornet Financial reduced its Coinbase (COIN) stake by 5% in Q2 2026, selling an estimated $36.5K and leaving 3,844 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #384.

Advisornet Financial first reported a position in COIN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q2 2025. 273 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Advisornet Financial held 3,844 shares of Coinbase worth $562K as of Q2 2026.
  • Advisornet Financial sold 202 Coinbase shares in Q2 2026, an estimated $36.5K.
  • Coinbase made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #384 holding.
  • Advisornet Financial first reported a position in Coinbase in Q4 2021 and has held it in 19 quarters since.
  • Advisornet Financial's Coinbase position peaked at $1.49M in Q2 2025.
  • 273 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.