KWM
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Kingsview Wealth Management’s Coinbase COIN Stock Holding History

Kingsview Wealth Management’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 		$395K Sell
2,702
-760
-22% -$137K ﹤0.01% 1072
2026
Q1 		$605K Buy
3,462
+70
+2% +$13.8K 0.01% 839
2025
Q4 		$767K Buy
3,392
+421
+14% +$125K 0.01% 714
2025
Q3 		$1M Sell
2,971
-106
-3% -$35.9K 0.02% 612
2025
Q2 		$1.08M Buy
3,077
+1,359
+79% +$318K 0.02% 562
2025
Q1 		$296K Sell
1,718
-212
-11% -$51.3K 0.01% 896
2024
Q4 		$479K Buy
1,930
+258
+15% +$65.5K 0.01% 756
2024
Q3 		$298K Sell
1,672
-774
-32% -$155K 0.01% 891
2024
Q2 		$544K Buy
2,446
+883
+56% +$203K 0.01% 660
2024
Q1 		$414K Sell
1,563
-68
-4% -$12.2K 0.01% 720
2023
Q4 		$284K Buy
+1,631
New +$178K 0.01% 785
2022
Q3 		– Sell
-4,564
Closed -$215K – 828
2022
Q2 		$215K Buy
4,564
+2,045
+81% +$195K 0.01% 748
2022
Q1 		$478K Buy
2,519
+790
+46% +$154K 0.02% 581
2021
Q4 		$436K Buy
+1,729
New +$503K 0.02% 616
2021
Q3 		– Sell
-898
Closed -$217K – 905
2021
Q2 		$217K Buy
+898
New +$233K 0.01% 805

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

Kingsview Wealth Management's COIN Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Coinbase (COIN) stake by 22% in Q2 2026, selling an estimated $137K and leaving 2,702 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Kingsview Wealth Management first reported a position in COIN in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.08M in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Kingsview Wealth Management held 2,702 shares of Coinbase worth $395K as of Q2 2026.
  • Kingsview Wealth Management sold 760 Coinbase shares in Q2 2026, an estimated $137K.
  • Coinbase made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1072 holding.
  • Kingsview Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 15 quarters since.
  • Kingsview Wealth Management's Coinbase position peaked at $1.08M in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.