BWM
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Bullock Wealth Management’s Coinbase COIN Stock Holding History

Bullock 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 		$12.7K Hold
80
– – 0.01% 417
2026
Q1 		$13.8K Buy
+80
New +$15.7K 0.01% 392

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management held its Coinbase (COIN) position steady in Q2 2026 at 80 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #417.

Bullock Wealth Management first reported a position in COIN in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.8K in Q1 2026. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Bullock Wealth Management held 80 shares of Coinbase worth $12.7K as of Q2 2026.
  • Bullock Wealth Management left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #417 holding.
  • Bullock Wealth Management first reported a position in Coinbase in Q1 2026 and has held it in 2 quarters since.
  • Bullock Wealth Management's Coinbase position peaked at $13.8K in Q1 2026.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.