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
Q2 		$250K Buy
1,712
+223
+15% +$40.3K ﹤0.01% 1405
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 $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

Principal Securities's COIN Position: Q2 2026 in Review

Principal Securities increased its Coinbase (COIN) stake by 15% in Q2 2026, buying an estimated $40.3K and bringing the position to 1,712 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Principal Securities first reported a position in COIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $310K in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Principal Securities held 1,712 shares of Coinbase worth $250K as of Q2 2026.
  • Principal Securities bought 223 Coinbase shares in Q2 2026, an estimated $40.3K.
  • Coinbase made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1405 holding.
  • Principal Securities first reported a position in Coinbase in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Coinbase position peaked at $310K in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.