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Fortis Group Advisors’s Coinbase COIN Stock Holding History

Fortis Group 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 		– Sell
-5,415
Closed -$1.05M – 590
2025
Q4 		$1.05M Buy
5,415
+1,528
+39% +$455K 0.18% 138
2025
Q3 		$1.34M Sell
3,887
-25
-0.6% -$8.48K 0.23% 100
2025
Q2 		$1.48M Sell
3,912
-3,253
-45% -$761K 0.27% 92
2025
Q1 		$1.23M Sell
7,165
-1,207
-14% -$292K 0.24% 98
2024
Q4 		$2.08M Buy
+8,372
New +$2.13M 0.39% 66

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

Fortis Group Advisors's COIN Position: Q1 2026 in Review

Fortis Group Advisors sold out of Coinbase (COIN) in Q1 2026, closing a stake of 5,415 shares — an estimated $1.05M sold.

Fortis Group Advisors first reported a position in COIN in Q4 2024 and held it in 5 quarters. The position peaked at $2.08M in Q4 2024. 1,180 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Fortis Group Advisors reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Fortis Group Advisors sold 5,415 Coinbase shares in Q1 2026, an estimated $1.05M.
  • Fortis Group Advisors first reported a position in Coinbase in Q4 2024 and held it in 5 quarters.
  • Fortis Group Advisors's Coinbase position peaked at $2.08M in Q4 2024.
  • 1,180 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.