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
Q2 		– Sell
-1,194
Closed -$240K – 680
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 $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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

HBK Sorce Advisory's COIN Position: Q2 2026 in Review

HBK Sorce Advisory sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,194 shares — an estimated $240K sold.

HBK Sorce Advisory first reported a position in COIN in Q2 2021 and held it in 12 quarters. The position peaked at $2.03M in Q2 2021. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • HBK Sorce Advisory reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 1,194 Coinbase shares in Q2 2026, an estimated $240K.
  • HBK Sorce Advisory first reported a position in Coinbase in Q2 2021 and held it in 12 quarters.
  • HBK Sorce Advisory's Coinbase position peaked at $2.03M in Q2 2021.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.