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Pension & Wealth Management Advisors’s Coinbase COIN Stock Holding History

Pension & Wealth Management 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 		$3.51K Buy
24
+10
+71% +$1.8K ﹤0.01% 477
2026
Q1 		$2.44K Sell
14
-77
-85% -$15.2K ﹤0.01% 462
2025
Q4 		$20.8K Buy
91
+71
+355% +$21.2K 0.01% 374
2025
Q3 		$7.05K Hold
20
– – ﹤0.01% 422
2025
Q2 		$7.33K Hold
20
– – ﹤0.01% 384
2025
Q1 		$3.6K Buy
20
+8
+67% +$1.94K ﹤0.01% 398
2024
Q4 		$3.2K Buy
+12
New +$3.05K ﹤0.01% 415
2024
Q3 		– Sell
-53
Closed -$11.8K – 388
2024
Q2 		$11.8K Hold
53
– – 0.01% 276
2024
Q1 		$14.1K Buy
+53
New +$9.54K 0.01% 261

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

Pension & Wealth Management Advisors's COIN Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Coinbase (COIN) stake by 71% in Q2 2026, buying an estimated $1.8K and bringing the position to 24 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Pension & Wealth Management Advisors first reported a position in COIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $20.8K in Q4 2025. 1,045 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Pension & Wealth Management Advisors held 24 shares of Coinbase worth $3.51K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 10 Coinbase shares in Q2 2026, an estimated $1.8K.
  • Coinbase made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #477 holding.
  • Pension & Wealth Management Advisors first reported a position in Coinbase in Q1 2024 and has held it in 9 quarters since.
  • Pension & Wealth Management Advisors's Coinbase position peaked at $20.8K in Q4 2025.
  • 1,045 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.