Allied Private Wealth’s Coinbase COIN Stock Holding History

Allied Private Wealth’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	$63.7K	Buy	+400	New	+$72.2K	0.04%	213

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Allied Private Wealth's COIN Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Coinbase (COIN) in Q2 2026: 400 shares worth $63.7K. The stake represents 0.04% of the portfolio and ranks #213 among its holdings.

1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Allied Private Wealth held 400 shares of Coinbase worth $63.7K as of Q2 2026.
Coinbase was a new Allied Private Wealth position in Q2 2026.
Coinbase made up 0.04% of Allied Private Wealth's portfolio in Q2 2026, its #213 holding.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.