BRWA
COIN icon

B. Riley Wealth Advisors’s Coinbase COIN Stock Holding History

B. Riley Wealth Advisors’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 		$315K Sell
2,076
-1,015
-33% -$183K 0.02% 612
2026
Q1 		$497K Buy
3,091
+169
+6% +$33.3K 0.03% 441
2025
Q4 		$661K Sell
2,922
-10
-0.3% -$2.98K 0.03% 441
2025
Q3 		$990K Sell
2,932
-27
-0.9% -$9.15K 0.05% 342
2025
Q2 		$1.04M Buy
+2,959
New +$692K 0.05% 347
2024
Q4 		$811K Sell
3,265
-584
-15% -$148K 0.03% 522
2024
Q3 		$669K Sell
3,849
-2,236
-37% -$448K 0.02% 632
2024
Q2 		$1.35M Buy
6,085
+635
+12% +$146K 0.03% 444
2024
Q1 		$409K Sell
5,450
-3,218
-37% -$579K 0.01% 899
2023
Q4 		$1.51M Buy
8,668
+3,218
+59% +$351K 0.04% 423
2023
Q3 		$409K Sell
5,450
-170
-3% -$14.3K 0.01% 899
2023
Q2 		$402K Sell
5,620
-652
-10% -$38.9K 0.01% 969
2023
Q1 		$424K Sell
6,272
-291
-4% -$17.4K 0.01% 881
2022
Q4 		$232K Sell
6,563
-1,957
-23% -$103K 0.01% 1171
2022
Q3 		$550K Buy
8,520
+353
+4% +$24.6K 0.02% 714
2022
Q2 		$385K Sell
8,167
-1,168
-13% -$111K 0.02% 763
2022
Q1 		$1.77M Sell
9,335
-14,333
-61% -$2.8M 0.06% 329
2021
Q4 		$5.97M Buy
23,668
+15,602
+193% +$4.54M 0.17% 124
2021
Q3 		$1.84M Buy
8,066
+20
+0.2% +$4.92K 0.06% 359
2021
Q2 		$2.04M Buy
+8,046
New +$2.09M 0.07% 328

Other funds holding COIN

APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

B. Riley Wealth Advisors's COIN Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Coinbase (COIN) stake by 33% in Q2 2026, selling an estimated $183K and leaving 2,076 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #612.

B. Riley Wealth Advisors first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.97M in Q4 2021. 273 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • B. Riley Wealth Advisors held 2,076 shares of Coinbase worth $315K as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,015 Coinbase shares in Q2 2026, an estimated $183K.
  • Coinbase made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #612 holding.
  • B. Riley Wealth Advisors first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • B. Riley Wealth Advisors's Coinbase position peaked at $5.97M in Q4 2021.
  • 273 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.