RWM
COIN icon

Rialto Wealth Management’s Coinbase COIN Stock Holding History

Rialto 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
Q1 		$6.64K Hold
38
– – ﹤0.01% 532
2025
Q4 		$8.59K Hold
38
– – ﹤0.01% 462
2025
Q3 		$12.8K Sell
38
-16
-30% -$5.42K ﹤0.01% 399
2025
Q2 		$18.9K Buy
54
+22
+69% +$5.14K 0.01% 359
2025
Q1 		$5.51K Buy
32
+3
+10% +$726 ﹤0.01% 450
2024
Q4 		$7.2K Buy
+29
New +$7.36K ﹤0.01% 432

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

Rialto Wealth Management's COIN Position: Q1 2026 in Review

Rialto Wealth Management held its Coinbase (COIN) position steady in Q1 2026 at 38 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Rialto Wealth Management first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.9K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Rialto Wealth Management held 38 shares of Coinbase worth $6.64K as of Q1 2026.
  • Rialto Wealth Management left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #532 holding.
  • Rialto Wealth Management first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Coinbase position peaked at $18.9K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.