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Transamerica Financial Advisors’s Coinbase COIN Stock Holding History

Transamerica Financial 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 		$3.07K Sell
21
-33
-61% -$5.96K ﹤0.01% 1225
2026
Q1 		$9.43K Buy
54
+43
+391% +$8.46K ﹤0.01% 934
2025
Q4 		$2.49K Buy
11
+2
+22% +$596 ﹤0.01% 1093
2025
Q3 		$3.04K Buy
+9
New +$3.05K ﹤0.01% 965
2023
Q2 		– Sell
-2
Closed -$1K – 626
2023
Q1 		$1K Sell
2
-2
-50% -$120 ﹤0.01% 406
2022
Q4 		$1K Buy
4
+2
+100% +$105 ﹤0.01% 455
2022
Q3 		$1K Hold
2
– – ﹤0.01% 425
2022
Q2 		$1K Buy
+2
New +$190 ﹤0.01% 435

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

Transamerica Financial Advisors's COIN Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Coinbase (COIN) stake by 61% in Q2 2026, selling an estimated $5.96K and leaving 21 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Transamerica Financial Advisors first reported a position in COIN in Q2 2022 and has held it in 8 quarters since. The position peaked at $9.43K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Transamerica Financial Advisors held 21 shares of Coinbase worth $3.07K as of Q2 2026.
  • Transamerica Financial Advisors sold 33 Coinbase shares in Q2 2026, an estimated $5.96K.
  • Coinbase made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1225 holding.
  • Transamerica Financial Advisors first reported a position in Coinbase in Q2 2022 and has held it in 8 quarters since.
  • Transamerica Financial Advisors's Coinbase position peaked at $9.43K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.