Institute for Wealth Management’s Coinbase COIN Stock Holding History

Institute for 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 Q2	$60.7K	Buy	+415	New	+$74.9K	0.01%	820

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

Institute for Wealth Management's COIN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Coinbase (COIN) in Q2 2026: 415 shares worth $60.7K. The stake represents 0.01% of the portfolio and ranks #820 among its holdings.

610 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Institute for Wealth Management held 415 shares of Coinbase worth $60.7K as of Q2 2026.
Coinbase was a new Institute for Wealth Management position in Q2 2026.
Coinbase made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #820 holding.
610 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.