AWM
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Axxcess Wealth Management’s Coinbase COIN Stock Holding History

Axxcess Wealth Management’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 		$794K Buy
5,429
+276
+5% +$49.8K 0.01% 582
2026
Q1 		$900K Sell
5,153
-1,619
-24% -$319K 0.03% 248
2025
Q4 		$1.53M Buy
6,772
+1,738
+35% +$518K 0.03% 420
2025
Q3 		$1.7M Sell
5,034
-956
-16% -$324K 0.04% 351
2025
Q2 		$2.1M Buy
5,990
+1,550
+35% +$362K 0.05% 284
2025
Q1 		$765K Buy
4,440
+2,603
+142% +$630K 0.02% 459
2024
Q4 		$456K Sell
1,837
-3,218
-64% -$817K 0.01% 563
2024
Q3 		$901K Buy
5,055
+1,716
+51% +$344K 0.02% 410
2024
Q2 		$742K Sell
3,339
-596
-15% -$137K 0.02% 437
2024
Q1 		$1.04M Sell
3,935
-3,242
-45% -$583K 0.03% 362
2023
Q4 		$1.25M Sell
7,177
-2,000
-22% -$218K 0.04% 321
2023
Q3 		$689K Sell
9,177
-1,636
-15% -$138K 0.02% 388
2023
Q2 		$774K Buy
10,813
+1,282
+13% +$76.5K 0.06% 268
2023
Q1 		$644K Buy
9,531
+2,518
+36% +$151K 0.05% 321
2022
Q4 		$248K Sell
7,013
-10,649
-60% -$561K 0.02% 498
2022
Q3 		$1.14M Buy
17,662
+5,833
+49% +$407K 0.11% 172
2022
Q2 		$556K Buy
11,829
+2,063
+21% +$196K 0.05% 288
2022
Q1 		$1.85M Buy
9,766
+220
+2% +$43K 0.14% 126
2021
Q4 		$2.41M Buy
+9,546
New +$2.78M 0.18% 105

Other funds holding COIN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Axxcess Wealth Management's COIN Position: Q2 2026 in Review

Axxcess Wealth Management increased its Coinbase (COIN) stake by 5.4% in Q2 2026, buying an estimated $49.8K and bringing the position to 5,429 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #582.

Axxcess Wealth Management first reported a position in COIN in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.41M in Q4 2021. 516 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Axxcess Wealth Management held 5,429 shares of Coinbase worth $794K as of Q2 2026.
  • Axxcess Wealth Management bought 276 Coinbase shares in Q2 2026, an estimated $49.8K.
  • Coinbase made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #582 holding.
  • Axxcess Wealth Management first reported a position in Coinbase in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Coinbase position peaked at $2.41M in Q4 2021.
  • 516 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.