TWM
COIN icon

Tradition Wealth Management’s Coinbase COIN Stock Holding History

Tradition 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
Q1 		$212K Buy
+1,216
New +$239K 0.02% 463
2025
Q4 		– Sell
-933
Closed -$315K – 502
2025
Q3 		$315K Buy
933
+36
+4% +$12.2K 0.02% 360
2025
Q2 		$314K Buy
+897
New +$210K 0.03% 341
2024
Q2 		– Sell
-1,213
Closed -$322K – 406
2024
Q1 		$322K Buy
1,213
+85
+8% +$15.3K 0.03% 296
2023
Q4 		$196K Buy
1,128
+664
+143% +$72.5K 0.02% 329
2023
Q3 		$35K Sell
464
-190
-29% -$16K ﹤0.01% 687
2023
Q2 		$47K Hold
654
– – 0.01% 638
2023
Q1 		$44K Buy
654
+86
+15% +$5.15K 0.01% 642
2022
Q4 		$20K Sell
568
-31
-5% -$1.63K ﹤0.01% 748
2022
Q3 		$39K Sell
599
-197
-25% -$13.8K 0.01% 572
2022
Q2 		$37K Buy
796
+197
+33% +$18.8K 0.01% 519
2022
Q1 		$114K Buy
599
+321
+115% +$62.7K 0.01% 379
2021
Q4 		$70K Buy
278
+127
+84% +$36.9K 0.01% 463
2021
Q3 		$34K Buy
151
+62
+70% +$15.3K ﹤0.01% 607
2021
Q2 		$23K Buy
+89
New +$23.1K ﹤0.01% 724

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

Tradition Wealth Management's COIN Position: Q1 2026 in Review

Tradition Wealth Management opened a new position in Coinbase (COIN) in Q1 2026: 1,216 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #463 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in COIN as recently as Q3 2025.

Tradition Wealth Management first reported a position in COIN in Q2 2021 and has held it in 15 quarters since. The position peaked at $322K in Q1 2024. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Tradition Wealth Management held 1,216 shares of Coinbase worth $212K as of Q1 2026.
  • Coinbase was a new Tradition Wealth Management position in Q1 2026.
  • Coinbase made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #463 holding.
  • Tradition Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 15 quarters since.
  • Tradition Wealth Management's Coinbase position peaked at $322K in Q1 2024.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.