CAI
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Capital Advisors Inc’s Coinbase COIN Stock Holding History

Capital Advisors Inc’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 		– Sell
-1,070
Closed -$242K – 363
2025
Q4 		$242K Buy
1,070
+26
+2% +$7.75K ﹤0.01% 304
2025
Q3 		$352K Buy
1,044
+140
+15% +$47.5K 0.01% 237
2025
Q2 		$317K Buy
+904
New +$211K 0.01% 252
2025
Q1 		– Sell
-899
Closed -$223K – 315
2024
Q4 		$223K Buy
+899
New +$228K ﹤0.01% 286
2024
Q3 		– Sell
-904
Closed -$201K – 297
2024
Q2 		$201K Buy
904
+5
+0.6% +$1.15K ﹤0.01% 298
2024
Q1 		$238K Buy
+899
New +$162K 0.01% 274
2022
Q1 		– Sell
-946
Closed -$239K – 263
2021
Q4 		$239K Sell
946
-135
-12% -$39.3K 0.01% 224
2021
Q3 		$246K Hold
1,081
– – 0.01% 208
2021
Q2 		$274K Buy
+1,081
New +$281K 0.01% 207

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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Capital Advisors Inc sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,070 shares — an estimated $242K sold.

Capital Advisors Inc first reported a position in COIN in Q2 2021 and held it in 9 quarters. The position peaked at $352K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Capital Advisors Inc reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Inc sold 1,070 Coinbase shares in Q1 2026, an estimated $242K.
  • Capital Advisors Inc first reported a position in Coinbase in Q2 2021 and held it in 9 quarters.
  • Capital Advisors Inc's Coinbase position peaked at $352K in Q3 2025.
  • 1,180 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.