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 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 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

Regal Investment Advisors's COIN Position: Q1 2026 in Review

Regal Investment Advisors increased its Coinbase (COIN) stake by 11% in Q1 2026, buying an estimated $76.6K and bringing the position to 3,907 shares worth $682K. The position accounts for 0.04% of the portfolio, ranked #371.

Regal Investment Advisors first reported a position in COIN in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.08M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Regal Investment Advisors held 3,907 shares of Coinbase worth $682K as of Q1 2026.
Regal Investment Advisors bought 389 Coinbase shares in Q1 2026, an estimated $76.6K.
Coinbase made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #371 holding.
Regal Investment Advisors first reported a position in Coinbase in Q4 2023 and has held it in 9 quarters since.
Regal Investment Advisors's Coinbase position peaked at $1.08M in Q3 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.