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TD Private Client Wealth’s Coinbase COIN Stock Holding History

TD Private Client Wealth’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 		$48K Buy
275
+136
+98% +$26.8K ﹤0.01% 884
2025
Q4 		$31.4K Sell
139
-21
-13% -$6.26K ﹤0.01% 958
2025
Q3 		$54K Buy
160
+125
+357% +$42.4K ﹤0.01% 844
2025
Q2 		$12.3K Sell
35
-576
-94% -$135K ﹤0.01% 1042
2025
Q1 		$105K Buy
611
+170
+39% +$41.2K ﹤0.01% 698
2024
Q4 		$110K Buy
441
+7
+2% +$1.78K ﹤0.01% 701
2024
Q3 		$77.3K Buy
+434
New +$86.9K ﹤0.01% 757
2023
Q3 		– Sell
-25
Closed -$1.79K – 1228
2023
Q2 		$1.79K Buy
+25
New +$1.49K ﹤0.01% 1174
2023
Q1 		– Sell
-6
Closed -$212 – 1244
2022
Q4 		$212 Buy
+6
New +$316 ﹤0.01% 1205
2022
Q1 		– Sell
-315
Closed -$79.5K – 1284
2021
Q4 		$79.5K Sell
315
-8
-2% -$2.33K ﹤0.01% 671
2021
Q3 		$73.5K Buy
323
+200
+163% +$49.2K ﹤0.01% 680
2021
Q2 		$31.2K Buy
+123
New +$31.9K ﹤0.01% 802

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

TD Private Client Wealth's COIN Position: Q1 2026 in Review

TD Private Client Wealth increased its Coinbase (COIN) stake by 98% in Q1 2026, buying an estimated $26.8K and bringing the position to 275 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

TD Private Client Wealth first reported a position in COIN in Q2 2021 and has held it in 12 quarters since. The position peaked at $110K in Q4 2024. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • TD Private Client Wealth held 275 shares of Coinbase worth $48K as of Q1 2026.
  • TD Private Client Wealth bought 136 Coinbase shares in Q1 2026, an estimated $26.8K.
  • Coinbase made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #884 holding.
  • TD Private Client Wealth first reported a position in Coinbase in Q2 2021 and has held it in 12 quarters since.
  • TD Private Client Wealth's Coinbase position peaked at $110K in Q4 2024.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.