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Congress Wealth Management’s Coinbase COIN Stock Holding History

Congress 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
2025
Q2 		$5.11M Buy
14,578
+10,960
+303% +$2.56M 0.05% 378
2025
Q1 		$638K Buy
+3,618
New +$876K 0.01% 750

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Congress Wealth Management's COIN Position: Q2 2025 in Review

Congress Wealth Management increased its Coinbase (COIN) stake by 303% in Q2 2025, buying an estimated $2.56M and bringing the position to 14,578 shares worth $5.11M. The position accounts for 0.05% of the portfolio, ranked #378.

Congress Wealth Management first reported a position in COIN in Q1 2025 and has held it in 2 quarters since. 1,257 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

  • Congress Wealth Management held 14,578 shares of Coinbase worth $5.11M as of Q2 2025.
  • Congress Wealth Management bought 10,960 Coinbase shares in Q2 2025, an estimated $2.56M.
  • Coinbase made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #378 holding.
  • Congress Wealth Management first reported a position in Coinbase in Q1 2025 and has held it in 2 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.