WAG
COIN icon

Wilkerson Advisory Group’s Coinbase COIN Stock Holding History

Wilkerson Advisory Group’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 		$11.4K Buy
78
+3
+4% +$542 ﹤0.01% 406
2026
Q1 		$13.1K Buy
75
+36
+92% +$7.09K ﹤0.01% 358
2025
Q4 		$8.82K Buy
+39
New +$11.6K ﹤0.01% 356

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

Wilkerson Advisory Group's COIN Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Coinbase (COIN) stake by 4% in Q2 2026, buying an estimated $542 and bringing the position to 78 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Wilkerson Advisory Group first reported a position in COIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.1K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Wilkerson Advisory Group held 78 shares of Coinbase worth $11.4K as of Q2 2026.
  • Wilkerson Advisory Group bought 3 Coinbase shares in Q2 2026, an estimated $542.
  • Coinbase made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #406 holding.
  • Wilkerson Advisory Group first reported a position in Coinbase in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Coinbase position peaked at $13.1K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.