SAG
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SageView Advisory Group’s Coinbase COIN Stock Holding History

SageView Advisory Group’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 		– Sell
-1,093
Closed -$247K – 973
2025
Q4 		$247K Buy
1,093
+38
+4% +$11.3K 0.01% 530
2025
Q3 		$356K Buy
1,055
+281
+36% +$95.3K 0.01% 464
2025
Q2 		$294K Buy
+774
New +$181K 0.01% 498

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 56.25% 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

SageView Advisory Group's COIN Position: Q1 2026 in Review

SageView Advisory Group sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,093 shares — an estimated $247K sold.

SageView Advisory Group first reported a position in COIN in Q2 2025 and held it in 3 quarters. The position peaked at $356K in Q3 2025. 1,177 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • SageView Advisory Group reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,093 Coinbase shares in Q1 2026, an estimated $247K.
  • SageView Advisory Group first reported a position in Coinbase in Q2 2025 and held it in 3 quarters.
  • SageView Advisory Group's Coinbase position peaked at $356K in Q3 2025.
  • 1,177 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.