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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
Q2 		$4.97K Sell
34
-4
-11% -$722 ﹤0.01% 748
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 $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

Rialto Wealth Management's COIN Position: Q2 2026 in Review

Rialto Wealth Management reduced its Coinbase (COIN) stake by 11% in Q2 2026, selling an estimated $722 and leaving 34 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Rialto Wealth Management first reported a position in COIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.9K in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Rialto Wealth Management held 34 shares of Coinbase worth $4.97K as of Q2 2026.
  • Rialto Wealth Management sold 4 Coinbase shares in Q2 2026, an estimated $722.
  • Coinbase made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #748 holding.
  • Rialto Wealth Management first reported a position in Coinbase in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Coinbase position peaked at $18.9K in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.