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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
Q2 		$3.1M Sell
21,180
-3,367
-14% -$608K 0.03% 466
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 $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 $3.38T AUM 44.17% 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 Private Wealth Services's COIN Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Coinbase (COIN) stake by 14% in Q2 2026, selling an estimated $608K and leaving 21,180 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #466.

Kestra Private Wealth Services first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.94M in Q3 2025. 1,120 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Kestra Private Wealth Services held 21,180 shares of Coinbase worth $3.1M as of Q2 2026.
  • Kestra Private Wealth Services sold 3,367 Coinbase shares in Q2 2026, an estimated $608K.
  • Coinbase made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #466 holding.
  • Kestra Private Wealth Services first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Kestra Private Wealth Services's Coinbase position peaked at $8.94M in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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