IA
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IFP Advisors’s Coinbase COIN Stock Holding History

IFP 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 		$1.08M Sell
7,412
-835
-10% -$151K 0.02% 702
2026
Q1 		$1.44M Sell
8,247
-373
-4% -$73.4K 0.03% 560
2025
Q4 		$1.95M Buy
8,620
+637
+8% +$190K 0.04% 430
2025
Q3 		$2.69M Buy
+7,983
New +$2.71M 0.07% 306
2025
Q2 		– Sell
-5,773
Closed -$1.35M – 234
2025
Q1 		$995K Sell
5,773
-1,307
-18% -$316K 0.03% 552
2024
Q4 		$1.76M Buy
7,080
+5,300
+298% +$1.35M 0.06% 359
2024
Q3 		$317K Buy
1,780
+19
+1% +$3.81K 0.01% 876
2024
Q2 		$391K Sell
1,761
-45
-2% -$10.4K 0.02% 741
2024
Q1 		$479K Sell
1,806
-710
-28% -$128K 0.02% 624
2023
Q4 		$438K Sell
2,516
-991
-28% -$108K 0.02% 621
2023
Q3 		$263K Sell
3,507
-4,719
-57% -$398K 0.01% 841
2023
Q2 		$589K Sell
8,226
-2,445
-23% -$146K 0.02% 595
2023
Q1 		$3.52M Buy
10,671
+1,786
+20% +$107K 0.15% 131
2022
Q4 		$2.96M Sell
8,885
-2,226
-20% -$117K 0.08% 260
2022
Q3 		$3.67M Buy
11,111
+1,365
+14% +$95.3K 0.1% 224
2022
Q2 		$3.22M Hold
9,746
– – 0.1% 233
2022
Q1 		$3.22M Buy
9,746
+7,892
+426% +$1.54M 0.1% 233
2021
Q4 		$500K Sell
1,854
-652
-26% -$190K 0.01% 592
2021
Q3 		$599K Buy
2,506
+360
+17% +$88.6K 0.01% 535
2021
Q2 		$540K Buy
+2,146
New +$557K 0.01% 524

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
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

IFP Advisors's COIN Position: Q2 2026 in Review

IFP Advisors reduced its Coinbase (COIN) stake by 10% in Q2 2026, selling an estimated $151K and leaving 7,412 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #702.

IFP Advisors first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.67M in Q3 2022. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • IFP Advisors held 7,412 shares of Coinbase worth $1.08M as of Q2 2026.
  • IFP Advisors sold 835 Coinbase shares in Q2 2026, an estimated $151K.
  • Coinbase made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #702 holding.
  • IFP Advisors first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • IFP Advisors's Coinbase position peaked at $3.67M in Q3 2022.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.