Ameritas Advisory Services’s Coinbase COIN Stock Holding History

Ameritas Advisory Services’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	$302K	Buy	1,731 +519	+43%	+$102K	0.01%	759
2025 Q4	$274K	Buy	1,212 +588	+94%	+$175K	0.01%	797
2025 Q3	$211K	Sell	624 -24	-4%	-$8.14K	0.01%	604
2025 Q2	$227K	Buy	+648	New	+$151K	0.01%	697
2024 Q2	–	Sell	-796	Closed	-$202K	–	903
2024 Q1	$202K	Buy	+796	New	+$143K	0.01%	828
2023 Q2	–	Sell	-1,931	Closed	-$109K	–	920
2023 Q1	$109K	Buy	+1,931	New	+$116K	0.01%	972
2022 Q2	–	Sell	-2,683	Closed	-$509K	–	808
2022 Q1	$509K	Buy	2,683 +4	+0.1%	+$782	0.02%	498
2021 Q4	$676K	Buy	+2,679	New	+$779K	0.02%	421

Other funds holding COIN

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ameritas Advisory Services increased its Coinbase (COIN) stake by 43% in Q1 2026, buying an estimated $102K and bringing the position to 1,731 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #759.

Ameritas Advisory Services first reported a position in COIN in Q4 2021 and has held it in 8 quarters since. The position peaked at $676K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Ameritas Advisory Services held 1,731 shares of Coinbase worth $302K as of Q1 2026.
Ameritas Advisory Services bought 519 Coinbase shares in Q1 2026, an estimated $102K.
Coinbase made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #759 holding.
Ameritas Advisory Services first reported a position in Coinbase in Q4 2021 and has held it in 8 quarters since.
Ameritas Advisory Services's Coinbase position peaked at $676K in Q4 2021.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.