JWCA
COIN icon

J.W. Cole Advisors’s Coinbase COIN Stock Holding History

J.W. Cole 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 		$513K Sell
3,508
-279
-7% -$50.4K 0.01% 998
2026
Q1 		$661K Sell
3,787
-174
-4% -$34.2K 0.02% 462
2025
Q4 		$864K Sell
3,961
-320
-7% -$95.4K 0.02% 684
2025
Q3 		$1.44M Buy
4,281
+54
+1% +$18.3K 0.03% 591
2025
Q2 		$1.48M Sell
4,227
-696
-14% -$163K 0.03% 534
2025
Q1 		$848K Buy
4,923
+1,632
+50% +$395K 0.03% 590
2024
Q4 		$817K Sell
3,291
-302
-8% -$76.7K 0.03% 473
2024
Q3 		$640K Sell
3,593
-222
-6% -$44.5K 0.03% 517
2024
Q2 		$848K Sell
3,815
-320
-8% -$73.6K 0.04% 388
2024
Q1 		$1.1M Sell
4,135
-515
-11% -$92.7K 0.06% 328
2023
Q4 		$809K Sell
4,650
-258
-5% -$28.2K 0.05% 336
2023
Q3 		$368K Sell
4,908
-681
-12% -$57.4K 0.03% 502
2023
Q2 		$400K Sell
5,589
-239
-4% -$14.3K 0.03% 486
2023
Q1 		$394K Sell
5,828
-761
-12% -$45.6K 0.03% 509
2022
Q4 		$233K Sell
6,589
-1,565
-19% -$82.5K 0.02% 640
2022
Q3 		$526K Sell
8,154
-440
-5% -$30.7K 0.04% 387
2022
Q2 		$404K Buy
8,594
+2,432
+39% +$231K 0.03% 464
2022
Q1 		$1.17M Buy
6,162
+1,222
+25% +$239K 0.08% 261
2021
Q4 		$1.25M Buy
4,940
+487
+11% +$142K 0.08% 255
2021
Q3 		$1.01M Sell
4,453
-345
-7% -$84.9K 0.07% 161
2021
Q2 		$1.22M Buy
+4,798
New +$1.25M 0.1% 241

Other funds holding COIN

APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

J.W. Cole Advisors's COIN Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Coinbase (COIN) stake by 7.4% in Q2 2026, selling an estimated $50.4K and leaving 3,508 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #998.

J.W. Cole Advisors first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.48M in Q2 2025. 273 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • J.W. Cole Advisors held 3,508 shares of Coinbase worth $513K as of Q2 2026.
  • J.W. Cole Advisors sold 279 Coinbase shares in Q2 2026, an estimated $50.4K.
  • Coinbase made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #998 holding.
  • J.W. Cole Advisors first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • J.W. Cole Advisors's Coinbase position peaked at $1.48M in Q2 2025.
  • 273 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.