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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
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
New York
$5.7T 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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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
$17.8B AUM
56.26%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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