AWM
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AE Wealth Management’s Coinbase COIN Stock Holding History

AE Wealth Management’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
2025
Q3 		– Sell
-100
Closed -$46 – 2299
2025
Q2 		$46 Buy
+100
New +$23.4K ﹤0.01% 2147
2021
Q3 		– Sell
-100
Closed -$1K – 1642
2021
Q2 		$1K Buy
+100
New +$26K ﹤0.01% 1568

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

AE Wealth Management's COIN Position: Q1 2026 in Review

AE Wealth Management increased its Coinbase (COIN) stake by 67% in Q1 2026, buying an estimated $1.08M and bringing the position to 13,655 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #596.

AE Wealth Management first reported a position in COIN in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.48M in Q2 2021. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • AE Wealth Management held 13,655 shares of Coinbase worth $2.38M as of Q1 2026.
  • AE Wealth Management bought 5,501 Coinbase shares in Q1 2026, an estimated $1.08M.
  • Coinbase made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #596 holding.
  • AE Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 18 quarters since.
  • AE Wealth Management's Coinbase position peaked at $3.48M in Q2 2021.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.