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Foundations Investment Advisors’s Coinbase COIN Stock Holding History

Foundations 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 		$5.42M Buy
31,062
+5,295
+21% +$1.04M 0.07% 213
2025
Q4 		$5.83M Buy
25,767
+3,449
+15% +$1.03M 0.08% 202
2025
Q3 		$7.53M Buy
22,318
+6,983
+46% +$2.37M 0.11% 162
2025
Q2 		$5.37M Sell
15,335
-719
-4% -$168K 0.08% 185
2025
Q1 		$2.77M Buy
16,054
+2,440
+18% +$591K 0.05% 256
2024
Q4 		$3.38M Buy
13,614
+9,045
+198% +$2.3M 0.07% 220
2024
Q3 		$814K Buy
4,569
+740
+19% +$148K 0.02% 402
2024
Q2 		$851K Sell
3,829
-478
-11% -$110K 0.02% 373
2024
Q1 		$1.14M Buy
4,307
+399
+10% +$71.8K 0.03% 302
2023
Q4 		$504K Sell
3,908
-808
-17% -$88.2K 0.01% 437
2023
Q3 		$354K Buy
4,716
+1,808
+62% +$152K 0.01% 472
2023
Q2 		$208K Sell
2,908
-85
-3% -$5.07K 0.01% 543
2023
Q1 		$202K Buy
+2,993
New +$179K 0.01% 481
2022
Q2 		– Sell
-3,212
Closed -$473K – 398
2022
Q1 		$473K Buy
3,212
+105
+3% +$20.5K 0.02% 203
2021
Q4 		$729K Buy
3,107
+142
+5% +$41.3K 0.03% 157
2021
Q3 		$712K Buy
2,965
+1,277
+76% +$314K 0.03% 138
2021
Q2 		$429K Buy
+1,688
New +$438K 0.02% 185

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

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

Foundations Investment Advisors increased its Coinbase (COIN) stake by 21% in Q1 2026, buying an estimated $1.04M and bringing the position to 31,062 shares worth $5.42M. The position accounts for 0.07% of the portfolio, ranked #213.

Foundations Investment Advisors first reported a position in COIN in Q2 2021 and has held it in 17 quarters since. The position peaked at $7.53M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Foundations Investment Advisors held 31,062 shares of Coinbase worth $5.42M as of Q1 2026.
  • Foundations Investment Advisors bought 5,295 Coinbase shares in Q1 2026, an estimated $1.04M.
  • Coinbase made up 0.07% of Foundations Investment Advisors's portfolio in Q1 2026, its #213 holding.
  • Foundations Investment Advisors first reported a position in Coinbase in Q2 2021 and has held it in 17 quarters since.
  • Foundations Investment Advisors's Coinbase position peaked at $7.53M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.