TWM
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Thrive Wealth Management’s Coinbase COIN Stock Holding History

Thrive Wealth 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 		$203K Sell
1,392
-149
-10% -$26.9K 0.03% 248
2026
Q1 		$269K Buy
+1,541
New +$303K 0.04% 192

Other funds holding COIN

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return

Thrive Wealth Management's COIN Position: Q2 2026 in Review

Thrive Wealth Management reduced its Coinbase (COIN) stake by 9.7% in Q2 2026, selling an estimated $26.9K and leaving 1,392 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #248.

Thrive Wealth Management first reported a position in COIN in Q1 2026 and has held it in 2 quarters since. The position peaked at $269K in Q1 2026. 140 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Thrive Wealth Management held 1,392 shares of Coinbase worth $203K as of Q2 2026.
  • Thrive Wealth Management sold 149 Coinbase shares in Q2 2026, an estimated $26.9K.
  • Coinbase made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Thrive Wealth Management first reported a position in Coinbase in Q1 2026 and has held it in 2 quarters since.
  • Thrive Wealth Management's Coinbase position peaked at $269K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.