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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
Q2 		$69.7K Buy
477
+202
+73% +$36.5K ﹤0.01% 830
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 $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

TD Private Client Wealth's COIN Position: Q2 2026 in Review

TD Private Client Wealth increased its Coinbase (COIN) stake by 73% in Q2 2026, buying an estimated $36.5K and bringing the position to 477 shares worth $69.7K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

TD Private Client Wealth first reported a position in COIN in Q2 2021 and has held it in 13 quarters since. The position peaked at $110K in Q4 2024. 1,116 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • TD Private Client Wealth held 477 shares of Coinbase worth $69.7K as of Q2 2026.
  • TD Private Client Wealth bought 202 Coinbase shares in Q2 2026, an estimated $36.5K.
  • Coinbase made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #830 holding.
  • TD Private Client Wealth first reported a position in Coinbase in Q2 2021 and has held it in 13 quarters since.
  • TD Private Client Wealth's Coinbase position peaked at $110K in Q4 2024.
  • 1,116 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.