BRWA
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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
Q1 		– Sell
-400
Closed -$90.5K – 937
2025
Q4 		$90.5K Buy
+400
New +$119K ﹤0.01% 941
2025
Q3 		– Sell
-800
Closed -$280K – 1094
2025
Q2 		$280K Buy
+800
New +$187K 0.01% 742

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.