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Money Concepts Capital’s Coinbase COIN Stock Holding History

Money Concepts 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 		$459K Buy
2,627
+902
+52% +$178K 0.03% 393
2025
Q4 		$390K Buy
1,725
+104
+6% +$31K 0.02% 389
2025
Q3 		$547K Buy
+1,621
New +$550K 0.03% 312
2023
Q1 		– Sell
-1,355
Closed -$48K – 930
2022
Q4 		$48K Buy
1,355
+1,244
+1,121% +$65.5K ﹤0.01% 1259
2022
Q3 		$7K Hold
111
– – ﹤0.01% 1130
2022
Q2 		$5K Sell
111
-400
-78% -$38.1K ﹤0.01% 1160
2022
Q1 		$97K Buy
+511
New +$99.8K 0.01% 1002

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

Money Concepts Capital's COIN Position: Q1 2026 in Review

Money Concepts Capital increased its Coinbase (COIN) stake by 52% in Q1 2026, buying an estimated $178K and bringing the position to 2,627 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #393.

Money Concepts Capital first reported a position in COIN in Q1 2022 and has held it in 7 quarters since. The position peaked at $547K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Money Concepts Capital held 2,627 shares of Coinbase worth $459K as of Q1 2026.
  • Money Concepts Capital bought 902 Coinbase shares in Q1 2026, an estimated $178K.
  • Coinbase made up 0.03% of Money Concepts Capital's portfolio in Q1 2026, its #393 holding.
  • Money Concepts Capital first reported a position in Coinbase in Q1 2022 and has held it in 7 quarters since.
  • Money Concepts Capital's Coinbase position peaked at $547K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.