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Keystone Wealth Services’s Coinbase COIN Stock Holding History

Keystone 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 		$259K Sell
1,770
-111
-6% -$20K 0.05% 276
2026
Q1 		$328K Sell
1,881
-3
-0.2% -$591 0.07% 233
2025
Q4 		$426K Sell
1,884
-539
-22% -$161K 0.09% 163
2025
Q3 		$818K Buy
2,423
+486
+25% +$165K 0.18% 129
2025
Q2 		$679K Buy
1,937
+311
+19% +$72.7K 0.16% 139
2025
Q1 		$280K Sell
1,626
-166
-9% -$40.2K 0.08% 216
2024
Q4 		$445K Hold
1,792
– – 0.12% 159
2024
Q3 		$319K Hold
1,792
– – 0.09% 201
2024
Q2 		$398K Hold
1,792
– – 0.12% 149
2024
Q1 		$475K Sell
1,792
-43
-2% -$7.74K 0.15% 132
2023
Q4 		$319K Buy
+1,835
New +$200K 0.11% 164
2022
Q2 		– Sell
-1,637
Closed -$311K – 173
2022
Q1 		$311K Hold
1,637
– – 0.12% 133
2021
Q4 		$413K Buy
+1,637
New +$476K 0.17% 106

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 $3.37T AUM 44.26% 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

Keystone Wealth Services's COIN Position: Q2 2026 in Review

Keystone Wealth Services reduced its Coinbase (COIN) stake by 5.9% in Q2 2026, selling an estimated $20K and leaving 1,770 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #276.

Keystone Wealth Services first reported a position in COIN in Q4 2021 and has held it in 13 quarters since. The position peaked at $818K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Keystone Wealth Services held 1,770 shares of Coinbase worth $259K as of Q2 2026.
  • Keystone Wealth Services sold 111 Coinbase shares in Q2 2026, an estimated $20K.
  • Coinbase made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #276 holding.
  • Keystone Wealth Services first reported a position in Coinbase in Q4 2021 and has held it in 13 quarters since.
  • Keystone Wealth Services's Coinbase position peaked at $818K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.