BHWM
COIN icon

Bay Harbor Wealth Management’s Coinbase COIN Stock Holding History

Bay Harbor 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 		$2.92K Sell
20
-2
-9% -$361 ﹤0.01% 558
2026
Q1 		$3.84K Buy
22
+11
+100% +$2.17K ﹤0.01% 391
2025
Q4 		$2.49K Hold
11
– – ﹤0.01% 433
2025
Q3 		$3.71K Buy
11
+4
+57% +$1.36K ﹤0.01% 250
2025
Q2 		$2.45K Buy
7
+3
+75% +$701 ﹤0.01% 279
2025
Q1 		$688 Buy
+4
New +$969 ﹤0.01% 366

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Bay Harbor Wealth Management's COIN Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Coinbase (COIN) stake by 9.1% in Q2 2026, selling an estimated $361 and leaving 20 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Bay Harbor Wealth Management first reported a position in COIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.84K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Bay Harbor Wealth Management held 20 shares of Coinbase worth $2.92K as of Q2 2026.
  • Bay Harbor Wealth Management sold 2 Coinbase shares in Q2 2026, an estimated $361.
  • Coinbase made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Bay Harbor Wealth Management first reported a position in Coinbase in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Coinbase position peaked at $3.84K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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