PS
COIN icon

Principal Securities’s Coinbase COIN Stock Holding History

Principal Securities’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 		$260K Buy
1,489
+602
+68% +$118K ﹤0.01% 1272
2025
Q4 		$201K Buy
887
+3
+0.3% +$894 ﹤0.01% 1324
2025
Q3 		$298K Sell
884
-1
-0.1% -$339 ﹤0.01% 1123
2025
Q2 		$310K Sell
885
-147
-14% -$34.4K 0.01% 1050
2025
Q1 		$256K Hold
1,032
– – 0.01% 1031
2024
Q4 		$256K Buy
1,032
+269
+35% +$68.3K 0.01% 1029
2024
Q3 		$136K Buy
763
+308
+68% +$61.7K ﹤0.01% 1251
2024
Q2 		$101K Buy
455
+242
+114% +$55.7K ﹤0.01% 1326
2024
Q1 		$56.5K Sell
213
-490
-70% -$88.2K ﹤0.01% 1515
2023
Q4 		$122K Buy
+703
New +$76.8K ﹤0.01% 1121

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

Principal Securities's COIN Position: Q1 2026 in Review

Principal Securities increased its Coinbase (COIN) stake by 68% in Q1 2026, buying an estimated $118K and bringing the position to 1,489 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Principal Securities first reported a position in COIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $310K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Principal Securities held 1,489 shares of Coinbase worth $260K as of Q1 2026.
  • Principal Securities bought 602 Coinbase shares in Q1 2026, an estimated $118K.
  • Coinbase made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1272 holding.
  • Principal Securities first reported a position in Coinbase in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Coinbase position peaked at $310K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.