HAG
COIN icon

HighPoint Advisor Group’s Coinbase COIN Stock Holding History

HighPoint Advisor Group’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 		$234K Hold
1,599
– – 0.01% 637
2026
Q1 		$279K Sell
1,599
-6,902
-81% -$1.36M 0.01% 547
2025
Q4 		$1.92M Buy
8,501
+1,373
+19% +$409K 0.04% 322
2025
Q3 		$2.41M Buy
7,128
+432
+6% +$146K 0.11% 141
2025
Q2 		$2.35M Buy
6,696
+137
+2% +$32K 0.12% 136
2025
Q1 		$1.35M Buy
6,559
+4,072
+164% +$986K 0.08% 203
2024
Q4 		$664K Sell
2,487
-2,174
-47% -$552K 0.04% 314
2024
Q3 		$852K Buy
4,661
+2,179
+88% +$436K 0.05% 258
2024
Q2 		$557K Buy
2,482
+148
+6% +$34.1K 0.03% 330
2024
Q1 		$466K Sell
2,334
-387
-14% -$69.6K 0.03% 362
2023
Q4 		$761K Buy
+2,721
New +$297K 0.05% 267
2022
Q2 		$204K Buy
+3,940
New +$375K 0.02% 492
2021
Q3 		$1.13M Buy
+4,958
New +$1.22M 0.11% 148

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

HighPoint Advisor Group's COIN Position: Q2 2026 in Review

HighPoint Advisor Group held its Coinbase (COIN) position steady in Q2 2026 at 1,599 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #637.

HighPoint Advisor Group first reported a position in COIN in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.41M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • HighPoint Advisor Group held 1,599 shares of Coinbase worth $234K as of Q2 2026.
  • HighPoint Advisor Group left its Coinbase share count unchanged in Q2 2026.
  • Coinbase made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #637 holding.
  • HighPoint Advisor Group first reported a position in Coinbase in Q3 2021 and has held it in 13 quarters since.
  • HighPoint Advisor Group's Coinbase position peaked at $2.41M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.