Balance Wealth
COIN icon

Balance Wealth’s Coinbase COIN Stock Holding History

Balance 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 		$2.49K Buy
+13
New +$2.21K ﹤0.01% 742

Other funds holding COIN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Balance Wealth's COIN Position: Q3 2026 in Review

Balance Wealth opened a new position in Coinbase (COIN) in Q3 2026: 13 shares worth $2.49K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings.

967 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Balance Wealth held 13 shares of Coinbase worth $2.49K as of Q3 2026.
  • Coinbase was a new Balance Wealth position in Q3 2026.
  • Coinbase made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #742 holding.
  • 967 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.