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Capital Investment Advisors’s Coinbase COIN Stock Holding History

Capital Investment 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 		$264K Buy
1,515
+162
+12% +$31.9K ﹤0.01% 644
2025
Q4 		$306K Sell
1,353
-102
-7% -$30.4K ﹤0.01% 599
2025
Q3 		$491K Sell
1,455
-139
-9% -$47.1K 0.01% 476
2025
Q2 		$559K Buy
1,594
+420
+36% +$98.2K 0.01% 436
2025
Q1 		$202K Buy
1,174
+29
+3% +$7.02K ﹤0.01% 636
2024
Q4 		$284K Sell
1,145
-5
-0.4% -$1.27K 0.01% 532
2024
Q3 		$205K Buy
1,150
+48
+4% +$9.62K ﹤0.01% 619
2024
Q2 		$245K Sell
1,102
-2
-0.2% -$460 0.01% 534
2024
Q1 		$293K Sell
1,104
-255
-19% -$45.9K 0.01% 488
2023
Q4 		$236K Buy
+1,359
New +$148K 0.01% 531
2022
Q2 		– Sell
-1,450
Closed -$275K – 568
2022
Q1 		$275K Buy
+1,450
New +$283K 0.01% 474

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

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

Capital Investment Advisors increased its Coinbase (COIN) stake by 12% in Q1 2026, buying an estimated $31.9K and bringing the position to 1,515 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Capital Investment Advisors first reported a position in COIN in Q1 2022 and has held it in 11 quarters since. The position peaked at $559K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Capital Investment Advisors held 1,515 shares of Coinbase worth $264K as of Q1 2026.
  • Capital Investment Advisors bought 162 Coinbase shares in Q1 2026, an estimated $31.9K.
  • Coinbase made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #644 holding.
  • Capital Investment Advisors first reported a position in Coinbase in Q1 2022 and has held it in 11 quarters since.
  • Capital Investment Advisors's Coinbase position peaked at $559K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.