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Cape Investment Advisory’s Coinbase COIN Stock Holding History

Cape Investment Advisory’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
Q3 		$35.2K Hold
189
– – 0.01% 594
2026
Q2 		$27.6K Buy
+189
New +$34.1K 0.01% 639
2026
Q1 		– Sell
-239
Closed -$54K – 394
2025
Q4 		$54K Buy
239
+201
+529% +$59.9K 0.02% 401
2025
Q3 		$12.8K Sell
38
-251
-87% -$85.1K 0.01% 368
2025
Q2 		$101K Sell
289
-16
-5% -$3.74K 0.04% 265
2025
Q1 		$52.5K Hold
305
– – 0.02% 331
2024
Q4 		$75.7K Sell
305
-49
-14% -$12.4K 0.03% 272
2024
Q3 		$63.1K Hold
354
– – 0.03% 294
2024
Q2 		$78.7K Buy
354
+17
+5% +$3.91K 0.04% 248
2024
Q1 		$89.3K Sell
337
-14
-4% -$2.52K 0.04% 233
2023
Q4 		$61K Buy
351
+128
+57% +$14K 0.03% 314
2023
Q3 		$16.7K Sell
223
-115
-34% -$9.69K 0.01% 474
2023
Q2 		$24.2K Buy
338
+25
+8% +$1.49K 0.01% 410
2023
Q1 		$21.1K Buy
+313
New +$18.7K 0.01% 410

Other funds holding COIN

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Cape Investment Advisory's COIN Position: Q3 2026 in Review

Cape Investment Advisory held its Coinbase (COIN) position steady in Q3 2026 at 189 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #594.

Cape Investment Advisory first reported a position in COIN in Q1 2023 and has held it in 14 quarters since. The position peaked at $101K in Q2 2025. 62 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Cape Investment Advisory held 189 shares of Coinbase worth $35.2K as of Q3 2026.
  • Cape Investment Advisory left its Coinbase share count unchanged in Q3 2026.
  • Coinbase made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #594 holding.
  • Cape Investment Advisory first reported a position in Coinbase in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Coinbase position peaked at $101K in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.