AssetMark Inc
COIN icon

AssetMark Inc’s Coinbase COIN Stock Holding History

AssetMark Inc’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
Q3 		$1.32M Buy
7,067
+1,343
+23% +$228K ﹤0.01% 1040
2026
Q2 		$837K Buy
5,724
+1,030
+22% +$186K ﹤0.01% 1125
2026
Q1 		$820K Sell
4,694
-889
-16% -$175K ﹤0.01% 1076
2025
Q4 		$1.26M Buy
5,583
+417
+8% +$124K ﹤0.01% 971
2025
Q3 		$1.74M Buy
5,166
+669
+15% +$227K ﹤0.01% 853
2025
Q2 		$1.58M Sell
4,497
-3,723
-45% -$870K ﹤0.01% 816
2025
Q1 		$1.42M Buy
8,220
+4,563
+125% +$1.1M ﹤0.01% 797
2024
Q4 		$908K Buy
3,657
+778
+27% +$198K ﹤0.01% 868
2024
Q3 		$513K Buy
2,879
+1,249
+77% +$250K ﹤0.01% 886
2024
Q2 		$362K Buy
1,630
+225
+16% +$51.8K ﹤0.01% 912
2024
Q1 		$372K Buy
1,405
+115
+9% +$20.7K ﹤0.01% 863
2023
Q4 		$224K Buy
1,290
+505
+64% +$55.1K ﹤0.01% 904
2023
Q3 		$58.9K Sell
785
-143
-15% -$12.1K ﹤0.01% 1062
2023
Q2 		$66.4K Buy
928
+379
+69% +$22.6K ﹤0.01% 1018
2023
Q1 		$37.1K Sell
549
-61
-10% -$3.65K ﹤0.01% 1101
2022
Q4 		$21.6K Buy
610
+42
+7% +$2.21K ﹤0.01% 1189
2022
Q3 		$37K Buy
568
+62
+12% +$4.33K ﹤0.01% 1004
2022
Q2 		$24K Buy
506
+417
+469% +$39.7K ﹤0.01% 1082
2022
Q1 		$17K Buy
89
+18
+25% +$3.52K ﹤0.01% 1099
2021
Q4 		$18K Buy
+71
New +$20.6K ﹤0.01% 1067

Other funds holding COIN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AssetMark Inc's COIN Position: Q3 2026 in Review

AssetMark Inc increased its Coinbase (COIN) stake by 23% in Q3 2026, buying an estimated $228K and bringing the position to 7,067 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

AssetMark Inc first reported a position in COIN in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.74M in Q3 2025. 531 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • AssetMark Inc held 7,067 shares of Coinbase worth $1.32M as of Q3 2026.
  • AssetMark Inc bought 1,343 Coinbase shares in Q3 2026, an estimated $228K.
  • Coinbase made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1040 holding.
  • AssetMark Inc first reported a position in Coinbase in Q4 2021 and has held it in 20 quarters since.
  • AssetMark Inc's Coinbase position peaked at $1.74M in Q3 2025.
  • 531 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.