Cetera Investment Advisers
COIN icon

Cetera Investment Advisers’s Coinbase COIN Stock Holding History

Cetera Investment Advisers’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 		$13.9M Sell
95,138
-168
-0.2% -$30.3K 0.01% 951
2026
Q1 		$16.6M Sell
95,306
-14,739
-13% -$2.9M 0.02% 770
2025
Q4 		$24.9M Buy
110,045
+7,286
+7% +$2.17M 0.03% 570
2025
Q3 		$34.7M Buy
102,759
+48,755
+90% +$16.5M 0.04% 444
2025
Q2 		$18.9M Sell
54,004
-14,270
-21% -$3.34M 0.03% 540
2025
Q1 		$11.8M Buy
68,274
+30,569
+81% +$7.4M 0.02% 690
2024
Q4 		$9.36M Buy
37,705
+2,165
+6% +$550K 0.02% 732
2024
Q3 		$6.33M Buy
35,540
+7,234
+26% +$1.45M 0.01% 892
2024
Q2 		$6.29M Buy
28,306
+2,371
+9% +$546K 0.01% 880
2024
Q1 		$6.88M Buy
25,935
+19,508
+304% +$3.51M 0.02% 818
2023
Q4 		$1.12M Sell
6,427
-719
-10% -$78.5K 0.01% 1048
2023
Q3 		$537K Sell
7,146
-811
-10% -$68.4K ﹤0.01% 1380
2023
Q2 		$569K Buy
7,957
+627
+9% +$37.4K ﹤0.01% 1376
2023
Q1 		$495K Buy
7,330
+420
+6% +$25.1K ﹤0.01% 1441
2022
Q4 		$245K Buy
6,910
+1,423
+26% +$75K ﹤0.01% 1784
2022
Q3 		$354K Sell
5,487
-2,835
-34% -$198K 0.01% 1175
2022
Q2 		$391K Sell
8,322
-2,132
-20% -$203K 0.01% 1252
2022
Q1 		$1.99M Buy
10,454
+1,673
+19% +$327K 0.03% 564
2021
Q4 		$2.22M Buy
8,781
+28
+0.3% +$8.14K 0.03% 521
2021
Q3 		$1.99M Buy
8,753
+1,678
+24% +$413K 0.03% 521
2021
Q2 		$1.79M Buy
+7,075
New +$1.84M 0.03% 549

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

Cetera Investment Advisers's COIN Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Coinbase (COIN) stake by 0.18% in Q2 2026, selling an estimated $30.3K and leaving 95,138 shares worth $13.9M. The position accounts for 0.01% of the portfolio, ranked #951.

Cetera Investment Advisers first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $34.7M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Cetera Investment Advisers held 95,138 shares of Coinbase worth $13.9M as of Q2 2026.
  • Cetera Investment Advisers sold 168 Coinbase shares in Q2 2026, an estimated $30.3K.
  • Coinbase made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #951 holding.
  • Cetera Investment Advisers first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • Cetera Investment Advisers's Coinbase position peaked at $34.7M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.