Jones Financial Companies
COIN icon

Jones Financial Companies’s Coinbase COIN Stock Holding History

Jones Financial Companies’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 		$7.91M Buy
53,052
+10,104
+24% +$1.82M ﹤0.01% 1004
2026
Q1 		$6.92M Buy
42,948
+20,696
+93% +$4.07M ﹤0.01% 955
2025
Q4 		$5.03M Buy
22,252
+12,180
+121% +$3.63M ﹤0.01% 647
2025
Q3 		$3.15M Buy
10,072
+7,561
+301% +$2.56M ﹤0.01% 714
2025
Q2 		$887K Buy
2,511
+1,428
+132% +$334K ﹤0.01% 1050
2025
Q1 		$188K Buy
1,083
+593
+121% +$144K ﹤0.01% 1514
2024
Q4 		$122K Buy
490
+273
+126% +$69.3K ﹤0.01% 1555
2024
Q3 		$41.5K Buy
217
+14
+7% +$2.8K ﹤0.01% 1710
2024
Q2 		$45.1K Buy
203
+85
+72% +$19.6K ﹤0.01% 1285
2024
Q1 		$31.3K Buy
+118
New +$21.2K ﹤0.01% 814
2023
Q1 		– Sell
-29
Closed -$1K – 612
2022
Q4 		$1K Buy
+29
New +$1.53K ﹤0.01% 646

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

Jones Financial Companies's COIN Position: Q2 2026 in Review

Jones Financial Companies increased its Coinbase (COIN) stake by 24% in Q2 2026, buying an estimated $1.82M and bringing the position to 53,052 shares worth $7.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Jones Financial Companies first reported a position in COIN in Q4 2022 and has held it in 11 quarters since. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Jones Financial Companies held 53,052 shares of Coinbase worth $7.91M as of Q2 2026.
  • Jones Financial Companies bought 10,104 Coinbase shares in Q2 2026, an estimated $1.82M.
  • Coinbase made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1004 holding.
  • Jones Financial Companies first reported a position in Coinbase in Q4 2022 and has held it in 11 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.