HSA
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HBK Sorce Advisory’s Coinbase COIN Stock Holding History

HBK Sorce Advisory’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 		$240K Sell
1,194
-40
-3% -$7.87K ﹤0.01% 552
2025
Q4 		$204K Sell
1,234
-146
-11% -$43.5K ﹤0.01% 592
2025
Q3 		$464K Buy
1,380
+133
+11% +$45.1K 0.01% 370
2025
Q2 		$437K Buy
+1,247
New +$292K 0.01% 367
2025
Q1 		– Sell
-824
Closed -$205K – 603
2024
Q4 		$205K Buy
+824
New +$209K 0.01% 536
2024
Q3 		– Sell
-904
Closed -$201K – 585
2024
Q2 		$201K Buy
904
+11
+1% +$2.53K 0.01% 527
2024
Q1 		$237K Sell
893
-376
-30% -$67.7K 0.01% 517
2023
Q4 		$221K Buy
+1,269
New +$139K 0.01% 503
2022
Q2 		– Sell
-4,143
Closed -$786K – 481
2022
Q1 		$786K Sell
4,143
-3,688
-47% -$721K 0.04% 230
2021
Q4 		$1.98M Buy
7,831
+397
+5% +$115K 0.1% 140
2021
Q3 		$1.69M Sell
7,434
-588
-7% -$145K 0.09% 149
2021
Q2 		$2.03M Buy
+8,022
New +$2.08M 0.11% 134

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

HBK Sorce Advisory's COIN Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Coinbase (COIN) stake by 3.2% in Q1 2026, selling an estimated $7.87K and leaving 1,194 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

HBK Sorce Advisory first reported a position in COIN in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.03M in Q2 2021. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • HBK Sorce Advisory held 1,194 shares of Coinbase worth $240K as of Q1 2026.
  • HBK Sorce Advisory sold 40 Coinbase shares in Q1 2026, an estimated $7.87K.
  • Coinbase made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #552 holding.
  • HBK Sorce Advisory first reported a position in Coinbase in Q2 2021 and has held it in 12 quarters since.
  • HBK Sorce Advisory's Coinbase position peaked at $2.03M in Q2 2021.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.