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COIN icon

Wilmar Advisors’s Coinbase COIN Stock Holding History

Wilmar 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 		$524K Hold
3,000
– – 0.45% 19
2025
Q4 		$678K Hold
3,000
– – 0.53% 19
2025
Q3 		$1.01M Buy
3,000
+500
+20% +$170K 0.83% 16
2025
Q2 		$876K Hold
2,500
– – 0.83% 16
2025
Q1 		$431K Hold
2,500
– – 0.45% 16
2024
Q4 		$621K Buy
+2,500
New +$635K 0.57% 16

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

Wilmar Advisors's COIN Position: Q1 2026 in Review

Wilmar Advisors held its Coinbase (COIN) position steady in Q1 2026 at 3,000 shares worth $524K. The position accounts for 0.45% of the portfolio, ranked #19.

Wilmar Advisors first reported a position in COIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q3 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Wilmar Advisors held 3,000 shares of Coinbase worth $524K as of Q1 2026.
  • Wilmar Advisors left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up 0.45% of Wilmar Advisors's portfolio in Q1 2026, its #19 holding.
  • Wilmar Advisors first reported a position in Coinbase in Q4 2024 and has held it in 6 quarters since.
  • Wilmar Advisors's Coinbase position peaked at $1.01M in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Wilmar Advisors's 13F filing for Q1 2026, filed 14 May 2026.