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DHJJ Financial Advisors’s Coinbase COIN Stock Holding History

DHJJ Financial Advisors’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 		$2.1K Buy
12
+5
+71% +$984 ﹤0.01% 740
2025
Q4 		$1.58K Buy
7
+2
+40% +$596 ﹤0.01% 733
2025
Q3 		$1.69K Buy
+5
New +$1.7K ﹤0.01% 701

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

DHJJ Financial Advisors's COIN Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Coinbase (COIN) stake by 71% in Q1 2026, buying an estimated $984 and bringing the position to 12 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

DHJJ Financial Advisors first reported a position in COIN in Q3 2025 and has held it in 3 quarters since. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • DHJJ Financial Advisors held 12 shares of Coinbase worth $2.1K as of Q1 2026.
  • DHJJ Financial Advisors bought 5 Coinbase shares in Q1 2026, an estimated $984.
  • Coinbase made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #740 holding.
  • DHJJ Financial Advisors first reported a position in Coinbase in Q3 2025 and has held it in 3 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.