CIAS
COIN icon

CBIZ Investment Advisory Services’s Coinbase COIN Stock Holding History

CBIZ Investment Advisory Services’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
-6
Closed -$1.36K – 479
2025
Q4 		$1.36K Sell
6
-1
-14% -$298 ﹤0.01% 692
2025
Q3 		$2.36K Sell
7
-7
-50% -$2.37K ﹤0.01% 551
2025
Q2 		$4.91K Sell
14
-3
-18% -$701 ﹤0.01% 432
2025
Q1 		$2.93K Sell
17
-9
-35% -$2.18K ﹤0.01% 439
2024
Q4 		$6.46K Buy
26
+7
+37% +$1.78K ﹤0.01% 308
2024
Q3 		$3.38K Hold
19
– – ﹤0.01% 317
2024
Q2 		$4.22K Buy
+19
New +$4.37K ﹤0.01% 303

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

CBIZ Investment Advisory Services's COIN Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Coinbase (COIN) in Q1 2026, closing a stake of 6 shares — an estimated $1.36K sold.

CBIZ Investment Advisory Services first reported a position in COIN in Q2 2024 and held it in 7 quarters. The position peaked at $6.46K in Q4 2024. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 6 Coinbase shares in Q1 2026, an estimated $1.36K.
  • CBIZ Investment Advisory Services first reported a position in Coinbase in Q2 2024 and held it in 7 quarters.
  • CBIZ Investment Advisory Services's Coinbase position peaked at $6.46K in Q4 2024.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.