Janney Montgomery Scott
COIN icon

Janney Montgomery Scott’s Coinbase COIN Stock Holding History

Janney Montgomery Scott’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 		$30M Sell
205,437
-3,653
-2% -$659K 0.06% 328
2026
Q1 		$36.5M Buy
209,090
+95,943
+85% +$18.9M 0.09% 222
2025
Q4 		$25.6M Buy
113,147
+38,577
+52% +$11.5M 0.06% 312
2025
Q3 		$25.2M Buy
74,570
+42,079
+130% +$14.3M 0.06% 309
2025
Q2 		$11.4M Sell
32,491
-10,745
-25% -$2.51M 0.03% 512
2025
Q1 		$7.45M Buy
43,236
+13,114
+44% +$3.18M 0.02% 632
2024
Q4 		$7.48M Sell
30,122
-8,512
-22% -$2.16M 0.02% 642
2024
Q3 		$6.88M Buy
38,634
+6,466
+20% +$1.3M 0.02% 654
2024
Q2 		$7.15M Buy
32,168
+16,907
+111% +$3.89M 0.02% 599
2024
Q1 		$4.05M Buy
15,261
+1,614
+12% +$290K 0.01% 834
2023
Q4 		$2.37M Sell
13,647
-3,413
-20% -$373K 0.01% 1033
2023
Q3 		$1.28M Buy
17,060
+7,818
+85% +$659K ﹤0.01% 1211
2023
Q2 		$661K Sell
9,242
-4,154
-31% -$248K ﹤0.01% 1664
2023
Q1 		$905K Sell
13,396
-1,060
-7% -$63.5K ﹤0.01% 1376
2022
Q4 		$512K Sell
14,456
-1,277
-8% -$67.3K ﹤0.01% 1760
2022
Q3 		$1.01M Sell
15,733
-2,253
-13% -$157K ﹤0.01% 1308
2022
Q2 		$921K Buy
+17,986
New +$1.71M ﹤0.01% 1289
2022
Q1 		– Sell
-31,767
Closed -$8.02M – 2256
2021
Q4 		$8.02M Buy
31,767
+7,023
+28% +$2.04M 0.03% 462
2021
Q3 		$5.63M Buy
24,744
+7,525
+44% +$1.85M 0.02% 553
2021
Q2 		$4.36M Buy
+17,219
New +$4.47M 0.02% 635

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

Janney Montgomery Scott's COIN Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Coinbase (COIN) stake by 1.7% in Q2 2026, selling an estimated $659K and leaving 205,437 shares worth $30M. The position accounts for 0.06% of the portfolio, ranked #328.

Janney Montgomery Scott first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $36.5M in Q1 2026. 1,119 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Janney Montgomery Scott held 205,437 shares of Coinbase worth $30M as of Q2 2026.
  • Janney Montgomery Scott sold 3,653 Coinbase shares in Q2 2026, an estimated $659K.
  • Coinbase made up 0.06% of Janney Montgomery Scott's portfolio in Q2 2026, its #328 holding.
  • Janney Montgomery Scott first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Janney Montgomery Scott's Coinbase position peaked at $36.5M in Q1 2026.
  • 1,119 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.