MA
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Mutual Advisors’s Coinbase COIN Stock Holding History

Mutual 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
Q1 		$2.16M Buy
12,394
+3,121
+34% +$614K 0.05% 360
2025
Q4 		$2.1M Sell
9,273
-537
-5% -$160K 0.04% 355
2025
Q3 		$3.17M Buy
9,810
+7,016
+251% +$2.38M 0.07% 263
2025
Q2 		$1.09M Sell
2,794
-1,099
-28% -$257K 0.03% 469
2025
Q1 		$816K Buy
3,893
+1,015
+35% +$246K 0.02% 525
2024
Q4 		$811K Sell
2,878
-136
-5% -$34.5K 0.02% 550
2024
Q3 		$630K Sell
3,014
-294
-9% -$58.9K 0.02% 631
2024
Q2 		$775K Buy
3,308
+424
+15% +$97.6K 0.02% 563
2024
Q1 		$765K Buy
2,884
+1,500
+108% +$270K 0.02% 567
2023
Q4 		$241K Buy
+1,384
New +$151K 0.01% 901
2022
Q4 		– Sell
-6,159
Closed -$397K – 922
2022
Q3 		$397K Buy
6,159
+287
+5% +$20K 0.02% 632
2022
Q2 		$276K Sell
5,872
-1,264
-18% -$120K 0.02% 700
2022
Q1 		$1.35M Buy
7,136
+373
+6% +$72.9K 0.08% 288
2021
Q4 		$1.71M Buy
6,763
+4,850
+254% +$1.41M 0.09% 259
2021
Q3 		$435K Sell
1,913
-61
-3% -$15K 0.03% 586
2021
Q2 		$500K Buy
+1,974
New +$512K 0.03% 519

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

Mutual Advisors's COIN Position: Q1 2026 in Review

Mutual Advisors increased its Coinbase (COIN) stake by 34% in Q1 2026, buying an estimated $614K and bringing the position to 12,394 shares worth $2.16M. The position accounts for 0.05% of the portfolio, ranked #360.

Mutual Advisors first reported a position in COIN in Q2 2021 and has held it in 16 quarters since. The position peaked at $3.17M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Mutual Advisors held 12,394 shares of Coinbase worth $2.16M as of Q1 2026.
  • Mutual Advisors bought 3,121 Coinbase shares in Q1 2026, an estimated $614K.
  • Coinbase made up 0.05% of Mutual Advisors's portfolio in Q1 2026, its #360 holding.
  • Mutual Advisors first reported a position in Coinbase in Q2 2021 and has held it in 16 quarters since.
  • Mutual Advisors's Coinbase position peaked at $3.17M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.