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Smallwood Wealth Investment Management’s Coinbase COIN Stock Holding History

Smallwood Wealth Investment 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 		$584 Hold
4
– – ﹤0.01% 455
2026
Q1 		$698 Hold
4
– – ﹤0.01% 450
2025
Q4 		$904 Hold
4
– – ﹤0.01% 437
2025
Q3 		$1.35K Hold
4
– – ﹤0.01% 417
2025
Q2 		$1.4K Hold
4
– – ﹤0.01% 431
2025
Q1 		$688 Buy
+4
New +$969 ﹤0.01% 431

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Smallwood Wealth Investment Management's COIN Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Coinbase (COIN) position steady in Q2 2026 at 4 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Smallwood Wealth Investment Management first reported a position in COIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.4K in Q2 2025. 591 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Smallwood Wealth Investment Management held 4 shares of Coinbase worth $584 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #455 holding.
  • Smallwood Wealth Investment Management first reported a position in Coinbase in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Coinbase position peaked at $1.4K in Q2 2025.
  • 591 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.