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 Q2	$2.48K	Sell	17 -50	-75%	-$9.03K	﹤0.01%	1123
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Key Financial Inc's COIN Position: Q2 2026 in Review

Key Financial Inc reduced its Coinbase (COIN) stake by 75% in Q2 2026, selling an estimated $9.03K and leaving 17 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Key Financial Inc first reported a position in COIN in Q2 2021 and has held it in 11 quarters since. The position peaked at $11.7K in Q1 2026. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Key Financial Inc held 17 shares of Coinbase worth $2.48K as of Q2 2026.
Key Financial Inc sold 50 Coinbase shares in Q2 2026, an estimated $9.03K.
Coinbase made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1123 holding.
Key Financial Inc first reported a position in Coinbase in Q2 2021 and has held it in 11 quarters since.
Key Financial Inc's Coinbase position peaked at $11.7K in Q1 2026.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.