SeaCrest Wealth Management’s Coinbase COIN Stock Holding History

SeaCrest Wealth Management’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	-970	Closed	-$239K	–	646
2025 Q4	$239K	Sell	970 -297	-23%	-$88.5K	0.02%	531
2025 Q3	$491K	Sell	1,267 -301	-19%	-$102K	0.05%	316
2025 Q2	$550K	Buy	+1,568	New	+$367K	0.06%	290
2024 Q3	–	Sell	-2,607	Closed	-$579K	–	656
2024 Q2	$579K	Sell	2,607 -28	-1%	-$6.44K	0.07%	284
2024 Q1	$699K	Buy	+2,635	New	+$474K	0.09%	244
2022 Q3	–	Sell	-612	Closed	-$29K	–	795
2022 Q2	$29K	Buy	+612	New	+$58.2K	﹤0.01%	1341
2022 Q1	–	Sell	-1,154	Closed	-$291K	–	723
2021 Q4	$291K	Sell	1,154 -22	-2%	-$6.4K	0.03%	524
2021 Q3	$268K	Buy	1,176 +26	+2%	+$6.4K	0.03%	521
2021 Q2	$291K	Buy	+1,150	New	+$299K	0.04%	513

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SeaCrest Wealth Management's COIN Position: Q1 2026 in Review

SeaCrest Wealth Management sold out of Coinbase (COIN) in Q1 2026, closing a stake of 970 shares — an estimated $239K sold.

SeaCrest Wealth Management first reported a position in COIN in Q2 2021 and held it in 9 quarters. The position peaked at $699K in Q1 2024. 1,180 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

SeaCrest Wealth Management reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
SeaCrest Wealth Management sold 970 Coinbase shares in Q1 2026, an estimated $239K.
SeaCrest Wealth Management first reported a position in Coinbase in Q2 2021 and held it in 9 quarters.
SeaCrest Wealth Management's Coinbase position peaked at $699K in Q1 2024.
1,180 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on SeaCrest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.