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Kestra Private Wealth Services’s Coinbase COIN Stock Holding History

Kestra Private Wealth 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 		$4.29M Buy
24,547
+1,886
+8% +$371K 0.05% 358
2025
Q4 		$5.12M Sell
22,661
-3,840
-14% -$1.14M 0.06% 309
2025
Q3 		$8.94M Buy
26,501
+1,437
+6% +$487K 0.12% 201
2025
Q2 		$8.78M Buy
25,064
+4,237
+20% +$991K 0.13% 190
2025
Q1 		$3.59M Buy
20,827
+2,275
+12% +$551K 0.06% 320
2024
Q4 		$4.61M Buy
18,552
+4,829
+35% +$1.23M 0.08% 260
2024
Q3 		$2.45M Buy
13,723
+2,255
+20% +$452K 0.04% 373
2024
Q2 		$2.55M Buy
11,468
+7,211
+169% +$1.66M 0.05% 334
2024
Q1 		$1.13M Sell
4,257
-677
-14% -$122K 0.03% 524
2023
Q4 		$858K Sell
4,934
-423
-8% -$46.2K 0.02% 563
2023
Q3 		$402K Sell
5,357
-1,834
-26% -$155K 0.01% 749
2023
Q2 		$515K Buy
7,191
+34
+0.5% +$2.03K 0.02% 626
2023
Q1 		$484K Buy
+7,157
New +$429K 0.02% 609
2022
Q4 		– Sell
-6,538
Closed -$422K – 917
2022
Q3 		$422K Buy
6,538
+1,510
+30% +$105K 0.02% 537
2022
Q2 		$236K Sell
5,028
-2,336
-32% -$222K 0.01% 736
2022
Q1 		$1.4M Buy
7,364
+96
+1% +$18.8K 0.07% 300
2021
Q4 		$1.83M Buy
7,268
+3,518
+94% +$1.02M 0.09% 243
2021
Q3 		$853K Sell
3,750
-557
-13% -$137K 0.05% 389
2021
Q2 		$1.09M Buy
+4,307
New +$1.12M 0.07% 313

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 Private Wealth Services's COIN Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Coinbase (COIN) stake by 8.3% in Q1 2026, buying an estimated $371K and bringing the position to 24,547 shares worth $4.29M. The position accounts for 0.05% of the portfolio, ranked #358.

Kestra Private Wealth Services first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $8.94M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Kestra Private Wealth Services held 24,547 shares of Coinbase worth $4.29M as of Q1 2026.
  • Kestra Private Wealth Services bought 1,886 Coinbase shares in Q1 2026, an estimated $371K.
  • Coinbase made up 0.05% of Kestra Private Wealth Services's portfolio in Q1 2026, its #358 holding.
  • Kestra Private Wealth Services first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • Kestra Private Wealth Services's Coinbase position peaked at $8.94M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.