RIA
COIN icon

Regal Investment Advisors’s Coinbase COIN Stock Holding History

Regal Investment Advisors’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 		$676K Buy
4,622
+715
+18% +$129K 0.04% 401
2026
Q1 		$682K Buy
3,907
+389
+11% +$76.6K 0.04% 371
2025
Q4 		$796K Buy
3,518
+305
+9% +$90.9K 0.05% 327
2025
Q3 		$1.08M Buy
3,213
+304
+10% +$103K 0.07% 250
2025
Q2 		$1.02M Buy
2,909
+84
+3% +$19.6K 0.08% 231
2025
Q1 		$487K Buy
2,825
+1,789
+173% +$433K 0.04% 332
2024
Q4 		$257K Buy
+1,036
New +$263K 0.02% 436
2024
Q3 		– Sell
-3,931
Closed -$874K – 513
2024
Q2 		$874K Buy
3,931
+10
+0.3% +$2.3K 0.06% 270
2024
Q1 		$1.04M Buy
3,921
+5
+0.1% +$900 0.07% 238
2023
Q4 		$681K Buy
+3,916
New +$428K 0.05% 280

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

Regal Investment Advisors's COIN Position: Q2 2026 in Review

Regal Investment Advisors increased its Coinbase (COIN) stake by 18% in Q2 2026, buying an estimated $129K and bringing the position to 4,622 shares worth $676K. The position accounts for 0.04% of the portfolio, ranked #401.

Regal Investment Advisors first reported a position in COIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.08M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Regal Investment Advisors held 4,622 shares of Coinbase worth $676K as of Q2 2026.
  • Regal Investment Advisors bought 715 Coinbase shares in Q2 2026, an estimated $129K.
  • Coinbase made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #401 holding.
  • Regal Investment Advisors first reported a position in Coinbase in Q4 2023 and has held it in 10 quarters since.
  • Regal Investment Advisors's Coinbase position peaked at $1.08M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.