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Prospera Financial Services’s Coinbase COIN Stock Holding History

Prospera Financial Services’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 		$1.06M Buy
7,226
+157
+2% +$28.3K 0.02% 739
2026
Q1 		$1.23M Buy
7,069
+960
+16% +$189K 0.02% 636
2025
Q4 		$1.38M Buy
6,109
+753
+14% +$224K 0.02% 580
2025
Q3 		$1.81M Buy
5,356
+709
+15% +$240K 0.03% 498
2025
Q2 		$1.63M Buy
4,647
+2,462
+113% +$576K 0.03% 515
2025
Q1 		$376K Sell
2,185
-2
-0.1% -$484 0.01% 900
2024
Q4 		$543K Buy
2,187
+208
+11% +$52.8K 0.01% 719
2024
Q3 		$353K Buy
1,979
+68
+4% +$13.6K 0.01% 860
2024
Q2 		$425K Sell
1,911
-405
-17% -$93.2K 0.01% 771
2024
Q1 		$614K Sell
2,316
-311
-12% -$56K 0.02% 634
2023
Q4 		$457K Sell
2,627
-2,613
-50% -$285K 0.02% 699
2023
Q3 		$393K Buy
5,240
+1,690
+48% +$142K 0.02% 694
2023
Q2 		$254K Buy
3,550
+484
+16% +$28.9K 0.01% 872
2023
Q1 		$207K Buy
+3,066
New +$184K 0.01% 893
2022
Q3 		– Sell
-3,180
Closed -$150K – 984
2022
Q2 		$150K Sell
3,180
-1,164
-27% -$111K 0.01% 803
2022
Q1 		$825K Buy
4,344
+1,632
+60% +$319K 0.03% 469
2021
Q4 		$685K Sell
2,712
-43
-2% -$12.5K 0.03% 488
2021
Q3 		$627K Sell
2,755
-1,424
-34% -$351K 0.03% 474
2021
Q2 		$1.06M Buy
+4,179
New +$1.08M 0.05% 363

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

Prospera Financial Services's COIN Position: Q2 2026 in Review

Prospera Financial Services increased its Coinbase (COIN) stake by 2.2% in Q2 2026, buying an estimated $28.3K and bringing the position to 7,226 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #739.

Prospera Financial Services first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.81M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Prospera Financial Services held 7,226 shares of Coinbase worth $1.06M as of Q2 2026.
  • Prospera Financial Services bought 157 Coinbase shares in Q2 2026, an estimated $28.3K.
  • Coinbase made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #739 holding.
  • Prospera Financial Services first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • Prospera Financial Services's Coinbase position peaked at $1.81M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.