PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Coinbase COIN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q2	$3.51K	Buy	24 +10	+71%	+$1.8K	﹤0.01%	477
2026 Q1	$2.44K	Sell	14 -77	-85%	-$15.2K	﹤0.01%	462
2025 Q4	$20.8K	Buy	91 +71	+355%	+$21.2K	0.01%	374
2025 Q3	$7.05K	Hold	20	–	–	﹤0.01%	422
2025 Q2	$7.33K	Hold	20	–	–	﹤0.01%	384
2025 Q1	$3.6K	Buy	20 +8	+67%	+$1.94K	﹤0.01%	398
2024 Q4	$3.2K	Buy	+12	New	+$3.05K	﹤0.01%	415
2024 Q3	–	Sell	-53	Closed	-$11.8K	–	388
2024 Q2	$11.8K	Hold	53	–	–	0.01%	276
2024 Q1	$14.1K	Buy	+53	New	+$9.54K	0.01%	261

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s COIN Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Coinbase (COIN) stake by 71% in Q2 2026, buying an estimated $1.8K and bringing the position to 24 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in COIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $20.8K in Q4 2025. 591 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 24 shares of Coinbase worth $3.51K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 10 Coinbase shares in Q2 2026, an estimated $1.8K.
Coinbase made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #477 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Coinbase in Q1 2024 and has held it in 9 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Coinbase position peaked at $20.8K in Q4 2025.
591 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.