KWA
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Kingswood Wealth Advisors’s Coinbase COIN Stock Holding History

Kingswood Wealth Advisors’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 		$872K Buy
5,968
+823
+16% +$149K 0.04% 442
2026
Q1 		$898K Buy
5,145
+493
+11% +$97K 0.04% 402
2025
Q4 		$1.05M Buy
4,652
+2,245
+93% +$669K 0.05% 343
2025
Q3 		$812K Buy
2,407
+709
+42% +$240K 0.05% 343
2025
Q2 		$595K Sell
1,698
-380
-18% -$88.8K 0.05% 368
2025
Q1 		$358K Buy
2,078
+910
+78% +$220K 0.03% 486
2024
Q4 		$290K Buy
+1,168
New +$297K 0.02% 621
2024
Q3 		– Sell
-1,030
Closed -$229K – 682
2024
Q2 		$229K Buy
1,030
+2
+0.2% +$460 0.02% 601
2024
Q1 		$273K Sell
1,028
-598
-37% -$108K 0.03% 511
2023
Q4 		$283K Buy
+1,626
New +$178K 0.03% 492
2023
Q3 		– Sell
-3,597
Closed -$257K – 436
2023
Q2 		$257K Buy
+3,597
New +$215K 0.08% 219

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

Kingswood Wealth Advisors's COIN Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Coinbase (COIN) stake by 16% in Q2 2026, buying an estimated $149K and bringing the position to 5,968 shares worth $872K. The position accounts for 0.04% of the portfolio, ranked #442.

Kingswood Wealth Advisors first reported a position in COIN in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Kingswood Wealth Advisors held 5,968 shares of Coinbase worth $872K as of Q2 2026.
  • Kingswood Wealth Advisors bought 823 Coinbase shares in Q2 2026, an estimated $149K.
  • Coinbase made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #442 holding.
  • Kingswood Wealth Advisors first reported a position in Coinbase in Q2 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Coinbase position peaked at $1.05M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.