ASN
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Advisory Services Network’s Coinbase COIN Stock Holding History

Advisory Services Network’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
Q1 		$3.5M Buy
20,060
+6,316
+46% +$1.24M 0.05% 435
2025
Q4 		$3.11M Sell
13,744
-183
-1% -$54.5K 0.04% 448
2025
Q3 		$4.7M Sell
13,927
-653
-4% -$221K 0.07% 312
2025
Q2 		$5.51M Buy
14,580
+4,728
+48% +$1.11M 0.09% 242
2025
Q1 		$1.7M Buy
9,852
+586
+6% +$142K 0.03% 555
2024
Q4 		$2.3M Buy
9,266
+2,571
+38% +$653K 0.04% 458
2024
Q3 		$1.49M Hold
6,695
– – 0.03% 567
2024
Q2 		$1.49M Buy
6,695
+357
+6% +$82.1K 0.03% 567
2024
Q1 		$1.68M Buy
6,338
+645
+11% +$116K 0.04% 508
2023
Q4 		$990K Buy
5,693
+2,159
+61% +$236K 0.02% 636
2023
Q3 		$265K Sell
3,534
-805
-19% -$67.8K 0.01% 1188
2023
Q2 		$310K Sell
4,339
-140
-3% -$8.35K 0.01% 1112
2023
Q1 		$303K Sell
4,479
-290
-6% -$17.4K 0.01% 1130
2022
Q4 		$169K Sell
4,769
-1,627
-25% -$85.7K 0.01% 1352
2022
Q3 		$413K Sell
6,396
-508
-7% -$35.5K 0.01% 896
2022
Q2 		$325K Sell
6,904
-6,316
-48% -$601K 0.01% 1031
2022
Q1 		$2.51M Sell
13,220
-2,506
-16% -$490K 0.07% 331
2021
Q4 		$3.97M Buy
+15,726
New +$4.57M 0.11% 223

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Services Network's COIN Position: Q1 2026 in Review

Advisory Services Network increased its Coinbase (COIN) stake by 46% in Q1 2026, buying an estimated $1.24M and bringing the position to 20,060 shares worth $3.5M. The position accounts for 0.05% of the portfolio, ranked #435.

Advisory Services Network first reported a position in COIN in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.51M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Advisory Services Network held 20,060 shares of Coinbase worth $3.5M as of Q1 2026.
  • Advisory Services Network bought 6,316 Coinbase shares in Q1 2026, an estimated $1.24M.
  • Coinbase made up 0.05% of Advisory Services Network's portfolio in Q1 2026, its #435 holding.
  • Advisory Services Network first reported a position in Coinbase in Q4 2021 and has held it in 18 quarters since.
  • Advisory Services Network's Coinbase position peaked at $5.51M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.