Guggenheim Capital’s Coinbase COIN Stock Holding History

Guggenheim Capital’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	$634K	Buy	3,633 +36	+1%	+$7.09K	﹤0.01%	1135
2025 Q4	$813K	Sell	3,597 -235	-6%	-$70K	0.01%	1042
2025 Q3	$1.29M	Sell	3,832 -190	-5%	-$64.4K	0.01%	831
2025 Q2	$1.41M	Buy	4,022 +2,474	+160%	+$578K	0.01%	776
2025 Q1	$267K	Buy	1,548 +691	+81%	+$167K	﹤0.01%	1440
2024 Q4	$213K	Sell	857 -283	-25%	-$71.8K	﹤0.01%	1578
2024 Q3	$203K	Buy	+1,140	New	+$228K	﹤0.01%	1771
2024 Q2	–	Sell	-1,631	Closed	-$432K	–	1873
2024 Q1	$432K	Buy	+1,631	New	+$294K	﹤0.01%	1528
2022 Q2	–	Sell	-3,213	Closed	-$610K	–	2067
2022 Q1	$610K	Buy	3,213 +907	+39%	+$177K	﹤0.01%	1604
2021 Q4	$582K	Buy	+2,306	New	+$670K	﹤0.01%	1616

Other funds holding COIN

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Guggenheim Capital's COIN Position: Q1 2026 in Review

Guggenheim Capital increased its Coinbase (COIN) stake by 1% in Q1 2026, buying an estimated $7.09K and bringing the position to 3,633 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Guggenheim Capital first reported a position in COIN in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.41M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Guggenheim Capital held 3,633 shares of Coinbase worth $634K as of Q1 2026.
Guggenheim Capital bought 36 Coinbase shares in Q1 2026, an estimated $7.09K.
Coinbase made up ﹤0.01% of Guggenheim Capital's portfolio in Q1 2026, its #1135 holding.
Guggenheim Capital first reported a position in Coinbase in Q4 2021 and has held it in 10 quarters since.
Guggenheim Capital's Coinbase position peaked at $1.41M in Q2 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.