KAS
COIN icon

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
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 $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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 $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Advisory Services's COIN Position: Q1 2026 in Review

Kestra Advisory Services increased its Coinbase (COIN) stake by 55% in Q1 2026, buying an estimated $2.35M and bringing the position to 33,628 shares worth $5.87M. The position accounts for 0.02% of the portfolio, ranked #715.

Kestra Advisory Services first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.28M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Kestra Advisory Services held 33,628 shares of Coinbase worth $5.87M as of Q1 2026.
  • Kestra Advisory Services bought 11,960 Coinbase shares in Q1 2026, an estimated $2.35M.
  • Coinbase made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #715 holding.
  • Kestra Advisory Services first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Kestra Advisory Services's Coinbase position peaked at $6.28M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.