LeConte Wealth Management
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LeConte Wealth Management’s Coinbase COIN Stock Holding History

LeConte 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
Q3 		$220K Buy
+1,180
New +$200K 0.12% 166
2026
Q1 		– Sell
-1,217
Closed -$275K – 157
2025
Q4 		$275K Buy
1,217
+269
+28% +$80.2K 0.18% 89
2025
Q3 		$320K Buy
948
+97
+11% +$32.9K 0.21% 73
2025
Q2 		$298K Buy
+851
New +$199K 0.2% 64

Other funds holding COIN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LeConte Wealth Management's COIN Position: Q3 2026 in Review

LeConte Wealth Management opened a new position in Coinbase (COIN) in Q3 2026: 1,180 shares worth $220K. The stake represents 0.12% of the portfolio and ranks #166 among its holdings. This is a return to the name: LeConte Wealth Management previously reported a position in COIN as recently as Q4 2025.

LeConte Wealth Management first reported a position in COIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $320K in Q3 2025. 694 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • LeConte Wealth Management held 1,180 shares of Coinbase worth $220K as of Q3 2026.
  • Coinbase was a new LeConte Wealth Management position in Q3 2026.
  • Coinbase made up 0.12% of LeConte Wealth Management's portfolio in Q3 2026, its #166 holding.
  • LeConte Wealth Management first reported a position in Coinbase in Q2 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's Coinbase position peaked at $320K in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.