AF
COIN icon

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
Q2 		$330K Sell
2,260
-1,501
-40% -$271K ﹤0.01% 1208
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
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

Allworth Financial's COIN Position: Q2 2026 in Review

Allworth Financial reduced its Coinbase (COIN) stake by 40% in Q2 2026, selling an estimated $271K and leaving 2,260 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Allworth Financial first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.13M in Q2 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Allworth Financial held 2,260 shares of Coinbase worth $330K as of Q2 2026.
  • Allworth Financial sold 1,501 Coinbase shares in Q2 2026, an estimated $271K.
  • Coinbase made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1208 holding.
  • Allworth Financial first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • Allworth Financial's Coinbase position peaked at $1.13M in Q2 2025.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.