KAS
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Kestra Advisory Services’s Coinbase COIN Stock Holding History

Kestra Advisory Services’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 		$3.47M Sell
23,747
-9,881
-29% -$1.78M 0.01% 1035
2026
Q1 		$5.87M Buy
33,628
+11,960
+55% +$2.35M 0.02% 715
2025
Q4 		$4.9M Buy
21,668
+3,058
+16% +$911K 0.02% 748
2025
Q3 		$6.28M Buy
18,610
+4,114
+28% +$1.39M 0.03% 570
2025
Q2 		$5.08M Sell
14,496
-7,822
-35% -$1.83M 0.02% 635
2025
Q1 		$3.84M Buy
22,318
+5,348
+32% +$1.29M 0.02% 679
2024
Q4 		$4.21M Buy
16,970
+5,754
+51% +$1.46M 0.02% 647
2024
Q3 		$2M Sell
11,216
-564
-5% -$113K 0.01% 950
2024
Q2 		$2.62M Buy
11,780
+1,011
+9% +$233K 0.01% 834
2024
Q1 		$2.86M Buy
10,769
+1,294
+14% +$233K 0.02% 729
2023
Q4 		$1.65M Buy
9,475
+2,137
+29% +$233K 0.01% 889
2023
Q3 		$551K Buy
7,338
+293
+4% +$24.7K 0.01% 1322
2023
Q2 		$504K Sell
7,045
-225
-3% -$13.4K 0.01% 1312
2023
Q1 		$491K Sell
7,270
-2,115
-23% -$127K 0.01% 1291
2022
Q4 		$332K Sell
9,385
-2,898
-24% -$153K ﹤0.01% 1666
2022
Q3 		$792K Sell
12,283
-3,792
-24% -$265K 0.01% 1077
2022
Q2 		$756K Sell
16,075
-1,489
-8% -$142K 0.01% 1106
2022
Q1 		$3.33M Buy
17,564
+3,026
+21% +$591K 0.03% 499
2021
Q4 		$3.67M Sell
14,538
-1,895
-12% -$551K 0.04% 467
2021
Q3 		$3.74M Buy
16,433
+2,565
+18% +$631K 0.04% 485
2021
Q2 		$3.51M Buy
+13,868
New +$3.6M 0.04% 465

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

Kestra Advisory Services's COIN Position: Q2 2026 in Review

Kestra Advisory Services reduced its Coinbase (COIN) stake by 29% in Q2 2026, selling an estimated $1.78M and leaving 23,747 shares worth $3.47M. The position accounts for 0.01% of the portfolio, ranked #1035.

Kestra Advisory Services first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.28M in Q3 2025. 1,118 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Kestra Advisory Services held 23,747 shares of Coinbase worth $3.47M as of Q2 2026.
  • Kestra Advisory Services sold 9,881 Coinbase shares in Q2 2026, an estimated $1.78M.
  • Coinbase made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1035 holding.
  • Kestra Advisory Services first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • Kestra Advisory Services's Coinbase position peaked at $6.28M in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.