Insigneo Advisory Services’s Coinbase COIN Stock Holding History

Insigneo Advisory Services’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	$2.77M	Buy	15,863 +2,223	+16%	+$438K	0.2%	97
2025 Q4	$3.08M	Buy	13,640 +6,531	+92%	+$1.95M	0.22%	81
2025 Q3	$2.4M	Buy	7,109 +2,006	+39%	+$680K	0.17%	105
2025 Q2	$1.79M	Buy	5,103 +1,813	+55%	+$424K	0.15%	127
2025 Q1	$567K	Buy	3,290 +723	+28%	+$175K	0.06%	268
2024 Q4	$637K	Sell	2,567 -1,304	-34%	-$331K	0.07%	247
2024 Q3	$690K	Buy	3,871 +1,047	+37%	+$210K	0.07%	243
2024 Q2	$535K	Sell	2,824 -1,230	-30%	-$283K	0.06%	276
2024 Q1	$1.07M	Sell	4,054 -90	-2%	-$16.2K	0.13%	156
2023 Q4	$721K	Sell	4,144 -610	-13%	-$66.6K	0.1%	181
2023 Q3	$357K	Sell	4,754 -19	-0.4%	-$1.6K	0.07%	247
2023 Q2	$342K	Buy	4,773 +1,632	+52%	+$97.3K	0.07%	256
2023 Q1	$210K	Buy	+3,141	New	+$188K	0.07%	261

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

Insigneo Advisory Services's COIN Position: Q1 2026 in Review

Insigneo Advisory Services increased its Coinbase (COIN) stake by 16% in Q1 2026, buying an estimated $438K and bringing the position to 15,863 shares worth $2.77M. The position accounts for 0.2% of the portfolio, ranked #97.

Insigneo Advisory Services first reported a position in COIN in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.08M in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Insigneo Advisory Services held 15,863 shares of Coinbase worth $2.77M as of Q1 2026.
Insigneo Advisory Services bought 2,223 Coinbase shares in Q1 2026, an estimated $438K.
Coinbase made up 0.2% of Insigneo Advisory Services's portfolio in Q1 2026, its #97 holding.
Insigneo Advisory Services first reported a position in Coinbase in Q1 2023 and has held it in 13 quarters since.
Insigneo Advisory Services's Coinbase position peaked at $3.08M in Q4 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.