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Dynasty Wealth Management’s Coinbase COIN Stock Holding History

Dynasty 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
2026
Q1 		$477K Buy
2,731
+1,475
+117% +$290K ﹤0.01% 239
2025
Q4 		$284K Sell
1,256
-102
-8% -$30.4K ﹤0.01% 294
2025
Q3 		$458K Buy
+1,358
New +$460K 0.01% 227

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

Dynasty Wealth Management's COIN Position: Q1 2026 in Review

Dynasty Wealth Management increased its Coinbase (COIN) stake by 117% in Q1 2026, buying an estimated $290K and bringing the position to 2,731 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Dynasty Wealth Management 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.

  • Dynasty Wealth Management held 2,731 shares of Coinbase worth $477K as of Q1 2026.
  • Dynasty Wealth Management bought 1,475 Coinbase shares in Q1 2026, an estimated $290K.
  • Coinbase made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #239 holding.
  • Dynasty Wealth Management 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 Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.