Sandy Spring Bank’s Coinbase COIN Stock Holding History

Sandy Spring Bank’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
2025 Q1	$8.61K	Buy	50 +2	+4%	+$484	﹤0.01%	872
2024 Q4	$11.9K	Hold	48	–	–	﹤0.01%	832
2024 Q3	$8.55K	Hold	48	–	–	﹤0.01%	884
2024 Q2	$10.7K	Buy	48 +9	+23%	+$2.07K	﹤0.01%	867
2024 Q1	$10.3K	Buy	39 +19	+95%	+$3.42K	﹤0.01%	845
2023 Q4	$3.48K	Sell	20 -117	-85%	-$12.8K	﹤0.01%	960
2023 Q3	$10.3K	Buy	137 +117	+585%	+$9.86K	﹤0.01%	812
2023 Q2	$1.43K	Hold	20	–	–	﹤0.01%	1095
2023 Q1	$1.35K	Hold	20	–	–	﹤0.01%	1050
2022 Q4	$708	Buy	20 +2	+11%	+$105	﹤0.01%	1076
2022 Q3	$1K	Sell	18 -22	-55%	-$1.54K	﹤0.01%	1080
2022 Q2	$2K	Buy	+40	New	+$3.81K	﹤0.01%	1042
2022 Q1	–	Sell	-19	Closed	-$5K	–	1133
2021 Q4	$5K	Sell	19 -6	-24%	-$1.75K	﹤0.01%	1015
2021 Q3	$6K	Sell	25 -8	-24%	-$1.97K	﹤0.01%	942
2021 Q2	$9K	Buy	+33	New	+$8.57K	﹤0.01%	910

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sandy Spring Bank's COIN Position: Q1 2025 in Review

Sandy Spring Bank increased its Coinbase (COIN) stake by 4.2% in Q1 2025, buying an estimated $484 and bringing the position to 50 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Sandy Spring Bank first reported a position in COIN in Q2 2021 and has held it in 15 quarters since. The position peaked at $11.9K in Q4 2024. 997 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

Sandy Spring Bank held 50 shares of Coinbase worth $8.61K as of Q1 2025.
Sandy Spring Bank bought 2 Coinbase shares in Q1 2025, an estimated $484.
Coinbase made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #872 holding.
Sandy Spring Bank first reported a position in Coinbase in Q2 2021 and has held it in 15 quarters since.
Sandy Spring Bank's Coinbase position peaked at $11.9K in Q4 2024.
997 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.