Twin Peaks Wealth Advisors’s Coinbase COIN Stock Holding History

Twin Peaks 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 Q1	$198K	Buy	+1,132	New	+$223K	0.05%	185
2025 Q4	–	Sell	-757	Closed	-$256K	–	188
2025 Q3	$256K	Buy	757 +3	+0.4%	+$1.02K	0.09%	144
2025 Q2	$243K	Sell	754 -1,401	-65%	-$328K	0.08%	140
2025 Q1	$378K	Sell	2,155 -23	-1%	-$5.57K	0.17%	99
2024 Q4	$541K	Sell	2,178 -298	-12%	-$75.7K	0.23%	76
2024 Q3	$441K	Sell	2,476 -308	-11%	-$61.7K	0.2%	79
2024 Q2	$619K	Hold	2,784	–	–	0.31%	65
2024 Q1	$738K	Sell	2,784 -104	-4%	-$18.7K	0.41%	51
2023 Q4	$502K	Buy	+2,888	New	+$315K	0.32%	61

Other funds holding COIN

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Twin Peaks Wealth Advisors's COIN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Coinbase (COIN) in Q1 2026: 1,132 shares worth $198K. The stake represents 0.05% of the portfolio and ranks #185 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in COIN as recently as Q3 2025.

Twin Peaks Wealth Advisors first reported a position in COIN in Q4 2023 and has held it in 9 quarters since. The position peaked at $738K in Q1 2024. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Twin Peaks Wealth Advisors held 1,132 shares of Coinbase worth $198K as of Q1 2026.
Coinbase was a new Twin Peaks Wealth Advisors position in Q1 2026.
Coinbase made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #185 holding.
Twin Peaks Wealth Advisors first reported a position in Coinbase in Q4 2023 and has held it in 9 quarters since.
Twin Peaks Wealth Advisors's Coinbase position peaked at $738K in Q1 2024.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.