TCA
COIN icon

Transcend Capital Advisors’s Coinbase COIN Stock Holding History

Transcend Capital 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
Q1 		$482K Buy
2,761
+473
+21% +$93.1K 0.04% 392
2025
Q4 		$517K Sell
2,288
-69
-3% -$20.6K 0.04% 356
2025
Q3 		$795K Sell
2,357
-35
-1% -$11.9K 0.06% 287
2025
Q2 		$838K Sell
2,392
-2,491
-51% -$582K 0.06% 256
2025
Q1 		$841K Buy
4,883
+215
+5% +$52.1K 0.06% 279
2024
Q4 		$1.16M Buy
4,668
+54
+1% +$13.7K 0.08% 222
2024
Q3 		$822K Buy
4,614
+901
+24% +$180K 0.06% 298
2024
Q2 		$825K Buy
3,713
+960
+35% +$221K 0.06% 281
2024
Q1 		$730K Buy
2,753
+295
+12% +$53.1K 0.06% 274
2023
Q4 		$427K Buy
+2,458
New +$268K 0.04% 330
2023
Q3 		– Sell
-5,108
Closed -$365K – 494
2023
Q2 		$365K Hold
5,108
– – 0.03% 340
2023
Q1 		$345K Buy
+5,108
New +$306K 0.04% 336
2022
Q4 		– Sell
-6,324
Closed -$408K – 497
2022
Q3 		$408K Sell
6,324
-14
-0.2% -$978 0.05% 310
2022
Q2 		$298K Buy
6,338
+2,384
+60% +$227K 0.03% 376
2022
Q1 		$751K Sell
3,954
-693
-15% -$135K 0.07% 258
2021
Q4 		$1.17M Buy
+4,647
New +$1.35M 0.1% 197
2021
Q3 		– Sell
-4,062
Closed -$1.03M – 491
2021
Q2 		$1.03M Buy
+4,062
New +$1.05M 0.15% 153

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

Transcend Capital Advisors's COIN Position: Q1 2026 in Review

Transcend Capital Advisors increased its Coinbase (COIN) stake by 21% in Q1 2026, buying an estimated $93.1K and bringing the position to 2,761 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #392.

Transcend Capital Advisors first reported a position in COIN in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.17M in Q4 2021. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Transcend Capital Advisors held 2,761 shares of Coinbase worth $482K as of Q1 2026.
  • Transcend Capital Advisors bought 473 Coinbase shares in Q1 2026, an estimated $93.1K.
  • Coinbase made up 0.04% of Transcend Capital Advisors's portfolio in Q1 2026, its #392 holding.
  • Transcend Capital Advisors first reported a position in Coinbase in Q2 2021 and has held it in 17 quarters since.
  • Transcend Capital Advisors's Coinbase position peaked at $1.17M in Q4 2021.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.