Atlantic Private Wealth
COIN icon

Atlantic Private Wealth’s Coinbase COIN Stock Holding History

Atlantic 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
Q3 		$320K Sell
1,715
-1,564
-48% -$266K 0.19% 51
2026
Q2 		$479K Hold
3,279
– – 0.29% 38
2026
Q1 		$573K Hold
3,279
– – 0.37% 33
2025
Q4 		$742K Buy
3,279
+50
+2% +$14.9K 0.47% 26
2025
Q3 		$1.09M Hold
3,229
– – 0.7% 18
2025
Q2 		$1.13M Hold
3,229
– – 0.76% 20
2025
Q1 		$556K Hold
3,229
– – 0.41% 32
2024
Q4 		$802K Hold
3,229
– – 0.6% 21
2024
Q3 		$575K Buy
+3,229
New +$647K 0.44% 25

Other funds holding COIN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Atlantic Private Wealth's COIN Position: Q3 2026 in Review

Atlantic Private Wealth reduced its Coinbase (COIN) stake by 48% in Q3 2026, selling an estimated $266K and leaving 1,715 shares worth $320K. The position accounts for 0.19% of the portfolio, ranked #51.

Atlantic Private Wealth first reported a position in COIN in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q2 2025. 694 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Atlantic Private Wealth held 1,715 shares of Coinbase worth $320K as of Q3 2026.
  • Atlantic Private Wealth sold 1,564 Coinbase shares in Q3 2026, an estimated $266K.
  • Coinbase made up 0.19% of Atlantic Private Wealth's portfolio in Q3 2026, its #51 holding.
  • Atlantic Private Wealth first reported a position in Coinbase in Q3 2024 and has held it in 9 quarters since.
  • Atlantic Private Wealth's Coinbase position peaked at $1.13M in Q2 2025.
  • 694 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.