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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
Q2 		– Sell
-1,132
Closed -$198K – 629
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
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

Twin Peaks Wealth Advisors's COIN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,132 shares — an estimated $198K sold.

Twin Peaks Wealth Advisors first reported a position in COIN in Q4 2023 and held it in 9 quarters. The position peaked at $738K in Q1 2024. 1,118 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,132 Coinbase shares in Q2 2026, an estimated $198K.
  • Twin Peaks Wealth Advisors first reported a position in Coinbase in Q4 2023 and held it in 9 quarters.
  • Twin Peaks Wealth Advisors's Coinbase position peaked at $738K in Q1 2024.
  • 1,118 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.