KFI
COIN icon

Key Financial Inc’s Coinbase COIN Stock Holding History

Key Financial Inc’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 		$11.7K Buy
+67
New +$13.2K ﹤0.01% 850
2023
Q4 		– Sell
-28
Closed -$2.1K – 1324
2023
Q3 		$2.1K Hold
28
– – ﹤0.01% 1106
2023
Q2 		$2K Buy
+28
New +$1.67K ﹤0.01% 1162
2023
Q1 		– Sell
-3
Closed -$193 – 1174
2022
Q4 		$193 Hold
3
– – ﹤0.01% 1137
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1121
2022
Q2 		$0 Sell
3
-18
-86% -$1.71K ﹤0.01% 1100
2022
Q1 		$4K Hold
21
– – ﹤0.01% 820
2021
Q4 		$5K Buy
21
+3
+17% +$872 ﹤0.01% 703
2021
Q3 		$4K Hold
18
– – ﹤0.01% 727
2021
Q2 		$4K Buy
+18
New +$4.67K ﹤0.01% 701

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

Key Financial Inc's COIN Position: Q1 2026 in Review

Key Financial Inc opened a new position in Coinbase (COIN) in Q1 2026: 67 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #850 among its holdings. This is a return to the name: Key Financial Inc previously reported a position in COIN as recently as Q3 2023.

Key Financial Inc first reported a position in COIN in Q2 2021 and has held it in 10 quarters since. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Key Financial Inc held 67 shares of Coinbase worth $11.7K as of Q1 2026.
  • Coinbase was a new Key Financial Inc position in Q1 2026.
  • Coinbase made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #850 holding.
  • Key Financial Inc first reported a position in Coinbase in Q2 2021 and has held it in 10 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.