SWA
COIN icon

SOA Wealth Advisors’s Coinbase COIN Stock Holding History

SOA Wealth Advisors’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 		$61.7K Hold
422
– – 0.01% 351
2026
Q1 		$73.7K Buy
422
+138
+49% +$27.2K 0.01% 306
2025
Q4 		$64.2K Buy
284
+83
+41% +$24.7K 0.01% 328
2025
Q3 		$67.8K Hold
201
– – 0.01% 339
2025
Q2 		$70.4K Sell
201
-27
-12% -$6.31K 0.01% 314
2025
Q1 		$39.3K Sell
228
-38
-14% -$9.2K 0.01% 376
2024
Q4 		$66K Buy
266
+40
+18% +$10.2K 0.01% 294
2024
Q3 		$40.3K Hold
226
– – 0.01% 352
2024
Q2 		$50.2K Sell
226
-14
-6% -$3.22K 0.01% 306
2024
Q1 		$63.6K Hold
240
– – 0.01% 282
2023
Q4 		$41.7K Hold
240
– – 0.01% 316
2023
Q3 		$18K Sell
240
-20
-8% -$1.69K ﹤0.01% 438
2023
Q2 		$18.6K Sell
260
-78
-23% -$4.65K ﹤0.01% 444
2023
Q1 		$22.8K Sell
338
-29
-8% -$1.74K 0.01% 405
2022
Q4 		$13K Hold
367
– – ﹤0.01% 485
2022
Q3 		$23K Sell
367
-4
-1% -$279 0.01% 360
2022
Q2 		$17K Sell
371
-31
-8% -$2.95K 0.01% 410
2022
Q1 		$76K Buy
+402
New +$78.5K 0.02% 261

Other funds holding COIN

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SOA Wealth Advisors's COIN Position: Q2 2026 in Review

SOA Wealth Advisors held its Coinbase (COIN) position steady in Q2 2026 at 422 shares worth $61.7K. The position accounts for 0.01% of the portfolio, ranked #351.

SOA Wealth Advisors first reported a position in COIN in Q1 2022 and has held it in 18 quarters since. The position peaked at $76K in Q1 2022. 189 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • SOA Wealth Advisors held 422 shares of Coinbase worth $61.7K as of Q2 2026.
  • SOA Wealth Advisors left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #351 holding.
  • SOA Wealth Advisors first reported a position in Coinbase in Q1 2022 and has held it in 18 quarters since.
  • SOA Wealth Advisors's Coinbase position peaked at $76K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.