Cetera Investment Advisers
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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
2025
Q1 		– Sell
-100
Closed -$4.25K – 3998
2024
Q4 		$4.25K Buy
+100
New +$25.4K ﹤0.01% 3743

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers's COIN Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Coinbase (COIN) stake by 13% in Q1 2026, selling an estimated $2.9M and leaving 95,306 shares worth $16.6M. The position accounts for 0.02% of the portfolio, ranked #770.

Cetera Investment Advisers first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $34.7M in Q3 2025. 1,176 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Cetera Investment Advisers held 95,306 shares of Coinbase worth $16.6M as of Q1 2026.
  • Cetera Investment Advisers sold 14,739 Coinbase shares in Q1 2026, an estimated $2.9M.
  • Coinbase made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #770 holding.
  • Cetera Investment Advisers first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Cetera Investment Advisers's Coinbase position peaked at $34.7M in Q3 2025.
  • 1,176 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.