Bradley & Co Private Wealth Management’s Coinbase COIN Stock Holding History

Bradley & Co Private 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 Q1	$174	Buy	+1	New	+$197	﹤0.01%	212
2025 Q4	–	Sell	-284	Closed	-$95.8K	–	219
2025 Q3	$95.8K	Hold	284	–	–	0.05%	62
2025 Q2	$99.5K	Hold	284	–	–	0.06%	56
2025 Q1	$48.9K	Hold	284	–	–	0.03%	76
2024 Q4	$70.5K	Buy	+284	New	+$72.1K	0.04%	60
2024 Q2	$63.1K	Hold	284	–	–	0.05%	59
2024 Q1	$75.3K	Hold	284	–	–	0.06%	54
2023 Q4	$49.4K	Hold	284	–	–	0.05%	61
2023 Q3	$21.3K	Sell	284 -117	-29%	-$9.86K	0.02%	93
2023 Q2	$28.7K	Hold	401	–	–	0.03%	82
2023 Q1	$27.1K	Buy	+401	New	+$24K	0.03%	84

Other funds holding COIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bradley & Co Private Wealth Management's COIN Position: Q1 2026 in Review

Bradley & Co Private Wealth Management opened a new position in Coinbase (COIN) in Q1 2026: 1 share worth $174. The stake represents ﹤0.01% of the portfolio and ranks #212 among its holdings. This is a return to the name: Bradley & Co Private Wealth Management previously reported a position in COIN as recently as Q3 2025.

Bradley & Co Private Wealth Management first reported a position in COIN in Q1 2023 and has held it in 11 quarters since. The position peaked at $99.5K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Bradley & Co Private Wealth Management held 1 share of Coinbase worth $174 as of Q1 2026.
Coinbase was a new Bradley & Co Private Wealth Management position in Q1 2026.
Coinbase made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #212 holding.
Bradley & Co Private Wealth Management first reported a position in Coinbase in Q1 2023 and has held it in 11 quarters since.
Bradley & Co Private Wealth Management's Coinbase position peaked at $99.5K in Q2 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.