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Colonial Trust Advisors’s Coinbase COIN Stock Holding History

Colonial Trust 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 		$26.4K Buy
151
+50
+50% +$9.84K ﹤0.01% 414
2025
Q4 		$22.8K Hold
101
– – ﹤0.01% 430
2025
Q3 		$34.1K Sell
101
-30
-23% -$10.2K ﹤0.01% 382
2025
Q2 		$45.9K Sell
131
-110
-46% -$25.7K ﹤0.01% 347
2025
Q1 		$41.5K Buy
241
+80
+50% +$19.4K ﹤0.01% 358
2024
Q4 		$40K Sell
161
-140
-47% -$35.5K ﹤0.01% 344
2024
Q3 		$53.6K Buy
301
+100
+50% +$20K ﹤0.01% 327
2024
Q2 		$44.7K Buy
201
+200
+20,000% +$46K ﹤0.01% 340
2024
Q1 		$265 Hold
1
– – ﹤0.01% 956
2023
Q4 		$174 Hold
1
– – ﹤0.01% 874
2023
Q3 		$75 Sell
1
-100
-99% -$8.43K ﹤0.01% 909
2023
Q2 		$7.23K Sell
101
-50
-33% -$2.98K ﹤0.01% 573
2023
Q1 		$10.2K Buy
151
+110
+268% +$6.59K ﹤0.01% 506
2022
Q4 		$1.45K Buy
+41
New +$2.16K ﹤0.01% 762

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

Colonial Trust Advisors's COIN Position: Q1 2026 in Review

Colonial Trust Advisors increased its Coinbase (COIN) stake by 50% in Q1 2026, buying an estimated $9.84K and bringing the position to 151 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Colonial Trust Advisors first reported a position in COIN in Q4 2022 and has held it in 14 quarters since. The position peaked at $53.6K in Q3 2024. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Colonial Trust Advisors held 151 shares of Coinbase worth $26.4K as of Q1 2026.
  • Colonial Trust Advisors bought 50 Coinbase shares in Q1 2026, an estimated $9.84K.
  • Coinbase made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #414 holding.
  • Colonial Trust Advisors first reported a position in Coinbase in Q4 2022 and has held it in 14 quarters since.
  • Colonial Trust Advisors's Coinbase position peaked at $53.6K in Q3 2024.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.