HWA
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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
Q1 		$203K Buy
+1,160
New +$228K 0.08% 50

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

Hillcrest Wealth Advisors's COIN Position: Q1 2026 in Review

Hillcrest Wealth Advisors opened a new position in Coinbase (COIN) in Q1 2026: 1,160 shares worth $203K. The stake represents 0.08% of the portfolio and ranks #50 among its holdings.

1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Hillcrest Wealth Advisors held 1,160 shares of Coinbase worth $203K as of Q1 2026.
  • Coinbase was a new Hillcrest Wealth Advisors position in Q1 2026.
  • Coinbase made up 0.08% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #50 holding.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.