Hillcrest Wealth Advisors’s Coinbase COIN Stock Holding History

Hillcrest Wealth 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 Q2	–	Sell	-1,160	Closed	-$203K	–	57
2026 Q1	$203K	Buy	+1,160	New	+$228K	0.08%	50

Other funds holding COIN

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Hillcrest Wealth Advisors's COIN Position: Q2 2026 in Review

Hillcrest Wealth Advisors sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,160 shares — an estimated $203K sold.

Hillcrest Wealth Advisors first reported a position in COIN in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Hillcrest Wealth Advisors reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
Hillcrest Wealth Advisors sold 1,160 Coinbase shares in Q2 2026, an estimated $203K.
Hillcrest Wealth Advisors first reported a position in Coinbase in Q1 2026 and held it in 1 quarter.
Hillcrest Wealth Advisors's Coinbase position peaked at $203K in Q1 2026.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.