Commonwealth Equity Services
COIN icon

Commonwealth Equity Services’s Coinbase COIN Stock Holding History

Commonwealth Equity Services’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 		$10.7M Buy
61,018
+5,560
+10% +$1.09M 0.01% 862
2025
Q4 		$12.5M Buy
55,458
+5,388
+11% +$1.61M 0.02% 780
2025
Q3 		$16.9M Sell
50,070
-3,507
-7% -$1.19M 0.02% 647
2025
Q2 		$18.8M Sell
53,577
-1,140
-2% -$267K 0.02% 602
2025
Q1 		$9.42M Sell
54,717
-2,743
-5% -$664K 0.01% 899
2024
Q4 		$14.3M Sell
57,460
-25,051
-30% -$6.36M 0.02% 662
2024
Q3 		$14.7M Sell
82,511
-12,354
-13% -$2.47M 0.02% 650
2024
Q2 		$21.1M Buy
94,865
+3,694
+4% +$850K 0.03% 481
2024
Q1 		$24.2M Buy
91,171
+42,817
+89% +$7.71M 0.04% 430
2023
Q4 		$8.41M Sell
48,354
-3,101
-6% -$339K 0.02% 816
2023
Q3 		$3.86M Sell
51,455
-10,408
-17% -$877K 0.01% 1168
2023
Q2 		$4.43M Sell
61,863
-545
-0.9% -$32.5K 0.01% 1108
2023
Q1 		$4.22K Sell
62,408
-21,047
-25% -$1.26M 0.01% 1094
2022
Q4 		$2.95M Buy
83,455
+13,442
+19% +$708K 0.01% 1242
2022
Q3 		$4.51M Sell
70,013
-6,301
-8% -$440K 0.01% 941
2022
Q2 		$3.59M Buy
76,314
+14,456
+23% +$1.38M 0.01% 1076
2022
Q1 		$11.7M Buy
61,858
+7,900
+15% +$1.54M 0.03% 556
2021
Q4 		$13.6M Buy
53,958
+2,847
+6% +$828K 0.03% 490
2021
Q3 		$11.6M Buy
51,111
+9,006
+21% +$2.22M 0.03% 519
2021
Q2 		$10.7M Buy
+42,105
New +$10.9M 0.03% 535

Other funds holding COIN

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 56.26% 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

Commonwealth Equity Services's COIN Position: Q1 2026 in Review

Commonwealth Equity Services increased its Coinbase (COIN) stake by 10% in Q1 2026, buying an estimated $1.09M and bringing the position to 61,018 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #862.

Commonwealth Equity Services first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $24.2M in Q1 2024. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Commonwealth Equity Services held 61,018 shares of Coinbase worth $10.7M as of Q1 2026.
  • Commonwealth Equity Services bought 5,560 Coinbase shares in Q1 2026, an estimated $1.09M.
  • Coinbase made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #862 holding.
  • Commonwealth Equity Services first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Commonwealth Equity Services's Coinbase position peaked at $24.2M in Q1 2024.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.