JWA
COIN icon

JFS Wealth Advisors’s Coinbase COIN Stock Holding History

JFS Wealth 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 		$9.36K Sell
64
-5
-7% -$903 ﹤0.01% 1037
2026
Q1 		$12K Sell
69
-6
-8% -$1.18K ﹤0.01% 878
2025
Q4 		$17K Buy
75
+17
+29% +$5.07K ﹤0.01% 800
2025
Q3 		$19.6K Hold
58
– – ﹤0.01% 703
2025
Q2 		$20.3K Buy
58
+23
+66% +$5.38K ﹤0.01% 655
2025
Q1 		$6.03K Sell
35
-8
-19% -$1.94K ﹤0.01% 1045
2024
Q4 		$10.7K Buy
43
+9
+26% +$2.29K ﹤0.01% 829
2024
Q3 		$6.06K Buy
34
+3
+10% +$601 ﹤0.01% 1051
2024
Q2 		$6.89K Hold
31
– – ﹤0.01% 928
2024
Q1 		$8.22K Hold
31
– – ﹤0.01% 882
2023
Q4 		$5.39K Buy
31
+8
+35% +$874 ﹤0.01% 1024
2023
Q3 		$1.73K Buy
23
+13
+130% +$1.1K ﹤0.01% 1416
2023
Q2 		$716 Buy
10
+7
+233% +$418 ﹤0.01% 1695
2023
Q1 		$203 Hold
3
– – ﹤0.01% 1826
2022
Q4 		$106 Hold
3
– – ﹤0.01% 1878
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1764
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1779
2022
Q1 		$1K Hold
3
– – ﹤0.01% 1605
2021
Q4 		$1K Hold
3
– – ﹤0.01% 1303
2021
Q3 		$1K Hold
3
– – ﹤0.01% 803
2021
Q2 		$1K Buy
+3
New +$779 ﹤0.01% 570

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

JFS Wealth Advisors's COIN Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Coinbase (COIN) stake by 7.2% in Q2 2026, selling an estimated $903 and leaving 64 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

JFS Wealth Advisors first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $20.3K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • JFS Wealth Advisors held 64 shares of Coinbase worth $9.36K as of Q2 2026.
  • JFS Wealth Advisors sold 5 Coinbase shares in Q2 2026, an estimated $903.
  • Coinbase made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1037 holding.
  • JFS Wealth Advisors first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Coinbase position peaked at $20.3K in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.