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
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 $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

Kingsview Wealth Management's COIN Position: Q1 2026 in Review

Kingsview Wealth Management increased its Coinbase (COIN) stake by 2.1% in Q1 2026, buying an estimated $13.8K and bringing the position to 3,462 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #839.

Kingsview Wealth Management first reported a position in COIN in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.08M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Kingsview Wealth Management held 3,462 shares of Coinbase worth $605K as of Q1 2026.
  • Kingsview Wealth Management bought 70 Coinbase shares in Q1 2026, an estimated $13.8K.
  • Coinbase made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #839 holding.
  • Kingsview Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 14 quarters since.
  • Kingsview Wealth Management's Coinbase position peaked at $1.08M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.