Three Bridge Wealth Advisors’s Coinbase COIN Stock Holding History

Three Bridge 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	$10.8M	Hold	74,173	–	–	2.72%	12
2026 Q1	$13M	Buy	74,173 +3	+0%	+$591	3.56%	10
2025 Q4	$16.8M	Hold	74,170	–	–	4.42%	6
2025 Q3	$25M	Sell	74,170 -66	-0.1%	-$22.4K	6.45%	5
2025 Q2	$26M	Buy	74,236 +66	+0.1%	+$15.4K	6.86%	3
2025 Q1	$12.8M	Sell	74,170 -228	-0.3%	-$55.2K	4.44%	5
2024 Q4	$18.5M	Sell	74,398 -50,000	-40%	-$12.7M	6.47%	4
2024 Q3	$22.2M	Hold	124,398	–	–	8.18%	2
2024 Q2	$27.6M	Buy	124,398 +52	+0%	+$12K	10.96%	2
2024 Q1	$33M	Sell	124,346 -25,717	-17%	-$4.63M	12.99%	2
2023 Q4	$26.1M	Buy	150,063 +188	+0.1%	+$20.5K	9.03%	3
2023 Q3	$11.3M	Buy	149,875 +59	+0%	+$4.97K	4.67%	4
2023 Q2	$10.7M	Hold	149,816	–	–	4.54%	4
2023 Q1	$10.1M	Sell	149,816 -7,800	-5%	-$467K	4.69%	4
2022 Q4	$5.58M	Hold	157,616	–	–	2.99%	10
2022 Q3	$10.2M	Hold	157,616	–	–	5.17%	3
2022 Q2	$7.41M	Sell	157,616 -3,800	-2%	-$362K	3.63%	5
2022 Q1	$30.6M	Buy	+161,416	New	+$31.5M	8.57%	3

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Three Bridge Wealth Advisors's COIN Position: Q2 2026 in Review

Three Bridge Wealth Advisors held its Coinbase (COIN) position steady in Q2 2026 at 74,173 shares worth $10.8M. The position accounts for 2.72% of the portfolio, ranked #12.

Three Bridge Wealth Advisors first reported a position in COIN in Q1 2022 and has held it in 18 quarters since. The position peaked at $33M in Q1 2024. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Three Bridge Wealth Advisors held 74,173 shares of Coinbase worth $10.8M as of Q2 2026.
Three Bridge Wealth Advisors left its Coinbase share count unchanged in Q2 2026.
Coinbase made up 2.72% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Three Bridge Wealth Advisors first reported a position in Coinbase in Q1 2022 and has held it in 18 quarters since.
Three Bridge Wealth Advisors's Coinbase position peaked at $33M in Q1 2024.
1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.