DADC
COIN icon

D.A. Davidson & Co’s Coinbase COIN Stock Holding History

D.A. Davidson & Co’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 		$4.93M Buy
28,230
+6,298
+29% +$1.24M 0.03% 400
2025
Q4 		$4.96M Buy
21,932
+3,654
+20% +$1.09M 0.03% 389
2025
Q3 		$6.17M Buy
18,278
+2,282
+14% +$774K 0.04% 322
2025
Q2 		$5.61M Buy
15,996
+1,239
+8% +$290K 0.04% 326
2025
Q1 		$2.54M Buy
14,757
+6,539
+80% +$1.58M 0.02% 508
2024
Q4 		$2.04M Buy
8,218
+2,324
+39% +$590K 0.02% 562
2024
Q3 		$1.05M Buy
5,894
+90
+2% +$18K 0.01% 751
2024
Q2 		$1.29M Sell
5,804
-127
-2% -$29.2K 0.01% 654
2024
Q1 		$1.57M Buy
5,931
+632
+12% +$114K 0.01% 594
2023
Q4 		$922K Buy
5,299
+566
+12% +$61.8K 0.01% 741
2023
Q3 		$355K Buy
4,733
+162
+4% +$13.7K ﹤0.01% 1029
2023
Q2 		$327K Buy
4,571
+136
+3% +$8.11K ﹤0.01% 1067
2023
Q1 		$300K Buy
+4,435
New +$266K ﹤0.01% 1078
2022
Q4 		– Sell
-8,232
Closed -$531K – 1334
2022
Q3 		$531K Sell
8,232
-2,108
-20% -$147K 0.01% 796
2022
Q2 		$486K Sell
10,340
-215
-2% -$20.5K 0.01% 834
2022
Q1 		$2M Sell
10,555
-1,593
-13% -$311K 0.02% 458
2021
Q4 		$3.07M Buy
12,148
+1,933
+19% +$562K 0.03% 356
2021
Q3 		$2.32M Buy
10,215
+4,869
+91% +$1.2M 0.03% 401
2021
Q2 		$1.35M Buy
+5,346
New +$1.39M 0.02% 543

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

D.A. Davidson & Co's COIN Position: Q1 2026 in Review

D.A. Davidson & Co increased its Coinbase (COIN) stake by 29% in Q1 2026, buying an estimated $1.24M and bringing the position to 28,230 shares worth $4.93M. The position accounts for 0.03% of the portfolio, ranked #400.

D.A. Davidson & Co first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $6.17M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • D.A. Davidson & Co held 28,230 shares of Coinbase worth $4.93M as of Q1 2026.
  • D.A. Davidson & Co bought 6,298 Coinbase shares in Q1 2026, an estimated $1.24M.
  • Coinbase made up 0.03% of D.A. Davidson & Co's portfolio in Q1 2026, its #400 holding.
  • D.A. Davidson & Co first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • D.A. Davidson & Co's Coinbase position peaked at $6.17M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.