RWM
COIN icon

RMG Wealth Management’s Coinbase COIN Stock Holding History

RMG 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 		$92.3K Hold
426
– – 0.01% 124
2025
Q4 		$96.1K Hold
426
– – 0.01% 105
2025
Q3 		$134K Buy
426
+175
+70% +$59.3K 0.02% 71
2025
Q2 		$107K Buy
+251
New +$58.7K 0.02% 83

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

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

RMG Wealth Management held its Coinbase (COIN) position steady in Q1 2026 at 426 shares worth $92.3K. The position accounts for 0.01% of the portfolio, ranked #124.

RMG Wealth Management first reported a position in COIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $134K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • RMG Wealth Management held 426 shares of Coinbase worth $92.3K as of Q1 2026.
  • RMG Wealth Management left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up 0.01% of RMG Wealth Management's portfolio in Q1 2026, its #124 holding.
  • RMG Wealth Management first reported a position in Coinbase in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Coinbase position peaked at $134K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

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