Allworth Financial’s Coinbase COIN Stock Holding History

Allworth Financial’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	$657K	Buy	3,761 +627	+20%	+$123K	﹤0.01%	848
2025 Q4	$709K	Sell	3,134 -23	-0.7%	-$6.85K	﹤0.01%	802
2025 Q3	$1.07M	Sell	3,157 -67	-2%	-$22.7K	﹤0.01%	653
2025 Q2	$1.13M	Buy	3,224 +811	+34%	+$190K	0.01%	606
2025 Q1	$492K	Buy	2,413 +148	+7%	+$35.8K	﹤0.01%	688
2024 Q4	$670K	Buy	2,265 +90	+4%	+$22.8K	﹤0.01%	618
2024 Q3	$388K	Buy	2,175 +30	+1%	+$6.01K	﹤0.01%	643
2024 Q2	$553K	Sell	2,145 -186	-8%	-$42.8K	﹤0.01%	553
2024 Q1	$618K	Sell	2,331 -176	-7%	-$31.7K	﹤0.01%	501
2023 Q4	$436K	Buy	2,507 +182	+8%	+$19.9K	﹤0.01%	547
2023 Q3	$175K	Hold	2,325	–	–	﹤0.01%	725
2023 Q2	$166K	Sell	2,325 -69	-3%	-$4.12K	﹤0.01%	745
2023 Q1	$162K	Sell	2,394 -82	-3%	-$4.91K	﹤0.01%	696
2022 Q4	$87.6K	Buy	2,476 +433	+21%	+$22.8K	﹤0.01%	853
2022 Q3	$132K	Buy	2,043 +73	+4%	+$5.1K	﹤0.01%	695
2022 Q2	$93K	Sell	1,970 -143	-7%	-$13.6K	﹤0.01%	736
2022 Q1	$401K	Sell	2,113 -78	-4%	-$15.2K	0.01%	430
2021 Q4	$553K	Buy	2,191 +19	+0.9%	+$5.52K	0.01%	359
2021 Q3	$494K	Buy	2,172 +605	+39%	+$149K	0.01%	330
2021 Q2	$397K	Buy	+1,567	New	+$407K	0.01%	286

Other funds holding COIN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return