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Benson Wealth Management’s Coinbase COIN Stock Holding History

Benson 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 		$248K Sell
1,696
-1
-0.1% -$181 0.25% 50
2026
Q1 		$296K Sell
1,697
-3,883
-70% -$764K 0.41% 43
2025
Q4 		$1.26M Buy
+5,580
New +$1.66M 1.41% 19

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

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

Benson Wealth Management reduced its Coinbase (COIN) stake by 0.06% in Q2 2026, selling an estimated $181 and leaving 1,696 shares worth $248K. The position accounts for 0.25% of the portfolio, ranked #50.

Benson Wealth Management first reported a position in COIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q4 2025. 1,110 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Benson Wealth Management held 1,696 shares of Coinbase worth $248K as of Q2 2026.
  • Benson Wealth Management sold 1 Coinbase share in Q2 2026, an estimated $181.
  • Coinbase made up 0.25% of Benson Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Benson Wealth Management first reported a position in Coinbase in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's Coinbase position peaked at $1.26M in Q4 2025.
  • 1,110 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.