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
Q2 		$63.5K Hold
426
– – 0.01% 155
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 $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

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

RMG Wealth Management held its Coinbase (COIN) position steady in Q2 2026 at 426 shares worth $63.5K. The position accounts for 0.01% of the portfolio, ranked #155.

RMG Wealth Management first reported a position in COIN in Q2 2025 and has held it in 5 quarters since. The position peaked at $134K in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • RMG Wealth Management held 426 shares of Coinbase worth $63.5K as of Q2 2026.
  • RMG Wealth Management left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #155 holding.
  • RMG Wealth Management first reported a position in Coinbase in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's Coinbase position peaked at $134K in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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