CAWM
COIN icon

Capital Advisors Wealth Management’s Coinbase COIN Stock Holding History

Capital Advisors 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
Q3 		$213K Sell
1,144
-348
-23% -$59.1K 0.02% 225
2026
Q2 		$218K Buy
1,492
+11
+0.7% +$1.99K 0.03% 220
2026
Q1 		$259K Sell
1,481
-44
-3% -$8.66K 0.03% 185
2025
Q4 		$345K Sell
1,525
-24
-2% -$7.15K 0.05% 157
2025
Q3 		$523K Buy
1,549
+30
+2% +$10.2K 0.07% 123
2025
Q2 		$532K Buy
1,519
+4
+0.3% +$935 0.08% 108
2025
Q1 		$261K Buy
1,515
+45
+3% +$10.9K 0.05% 150
2024
Q4 		$365K Buy
1,470
+45
+3% +$11.4K 0.07% 118
2024
Q3 		$254K Buy
1,425
+12
+0.8% +$2.4K 0.05% 143
2024
Q2 		$314K Buy
1,413
+62
+5% +$14.3K 0.06% 117
2024
Q1 		$358K Sell
1,351
-93
-6% -$16.7K 0.07% 104
2023
Q4 		$251K Buy
+1,444
New +$158K 0.06% 123

Other funds holding COIN

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Capital Advisors Wealth Management's COIN Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Coinbase (COIN) stake by 23% in Q3 2026, selling an estimated $59.1K and leaving 1,144 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #225.

Capital Advisors Wealth Management first reported a position in COIN in Q4 2023 and has held it in 12 quarters since. The position peaked at $532K in Q2 2025. 62 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Capital Advisors Wealth Management held 1,144 shares of Coinbase worth $213K as of Q3 2026.
  • Capital Advisors Wealth Management sold 348 Coinbase shares in Q3 2026, an estimated $59.1K.
  • Coinbase made up 0.02% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #225 holding.
  • Capital Advisors Wealth Management first reported a position in Coinbase in Q4 2023 and has held it in 12 quarters since.
  • Capital Advisors Wealth Management's Coinbase position peaked at $532K in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.