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Aptus Capital Advisors’s Coinbase COIN Stock Holding History

Aptus 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 		$4.84M Buy
27,742
+4,399
+19% +$866K 0.04% 346
2025
Q4 		$5.28M Buy
23,343
+22,135
+1,832% +$6.6M 0.04% 314
2025
Q3 		$408K Buy
1,208
+332
+38% +$113K ﹤0.01% 753
2025
Q2 		$307K Buy
+876
New +$205K ﹤0.01% 818
2022
Q1 		– Sell
-794
Closed -$200K – 682
2021
Q4 		$200K Buy
+794
New +$231K 0.01% 361

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

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

Aptus Capital Advisors increased its Coinbase (COIN) stake by 19% in Q1 2026, buying an estimated $866K and bringing the position to 27,742 shares worth $4.84M. The position accounts for 0.04% of the portfolio, ranked #346.

Aptus Capital Advisors first reported a position in COIN in Q4 2021 and has held it in 5 quarters since. The position peaked at $5.28M in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Aptus Capital Advisors held 27,742 shares of Coinbase worth $4.84M as of Q1 2026.
  • Aptus Capital Advisors bought 4,399 Coinbase shares in Q1 2026, an estimated $866K.
  • Coinbase made up 0.04% of Aptus Capital Advisors's portfolio in Q1 2026, its #346 holding.
  • Aptus Capital Advisors first reported a position in Coinbase in Q4 2021 and has held it in 5 quarters since.
  • Aptus Capital Advisors's Coinbase position peaked at $5.28M in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.