SPC
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Sigma Planning Corp’s Coinbase COIN Stock Holding History

Sigma Planning Corp’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 		$431K Buy
2,470
+648
+36% +$128K 0.01% 893
2025
Q4 		$401K Sell
1,822
-217
-11% -$64.7K 0.01% 892
2025
Q3 		$688K Buy
2,039
+188
+10% +$63.7K 0.02% 683
2025
Q2 		$649K Buy
1,851
+484
+35% +$113K 0.02% 678
2025
Q1 		$235K Sell
1,367
-2,141
-61% -$518K 0.01% 1057
2024
Q4 		$871K Buy
3,508
+2,172
+163% +$551K 0.03% 540
2024
Q3 		$238K Buy
1,336
+4
+0.3% +$801 0.01% 1054
2024
Q2 		$296K Sell
1,332
-246
-16% -$56.6K 0.01% 930
2024
Q1 		$418K Buy
1,578
+262
+20% +$47.2K 0.01% 836
2023
Q4 		$229K Buy
+1,316
New +$144K 0.02% 726
2023
Q3 		– Sell
-4,813
Closed -$344K – 1215
2023
Q2 		$344K Sell
4,813
-912
-16% -$54.4K 0.01% 880
2023
Q1 		$387K Buy
+5,725
New +$343K 0.01% 909
2022
Q4 		– Sell
-5,711
Closed -$368K – 1285
2022
Q3 		$368K Sell
5,711
-1,526
-21% -$107K 0.01% 860
2022
Q2 		$340K Buy
7,237
+1,545
+27% +$147K 0.01% 930
2022
Q1 		$1.08M Buy
5,692
+2,973
+109% +$581K 0.03% 504
2021
Q4 		$686K Buy
+2,719
New +$791K 0.02% 698

Other funds holding COIN

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 56.26% 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

Sigma Planning Corp's COIN Position: Q1 2026 in Review

Sigma Planning Corp increased its Coinbase (COIN) stake by 36% in Q1 2026, buying an estimated $128K and bringing the position to 2,470 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #893.

Sigma Planning Corp first reported a position in COIN in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.08M in Q1 2022. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Sigma Planning Corp held 2,470 shares of Coinbase worth $431K as of Q1 2026.
  • Sigma Planning Corp bought 648 Coinbase shares in Q1 2026, an estimated $128K.
  • Coinbase made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #893 holding.
  • Sigma Planning Corp first reported a position in Coinbase in Q4 2021 and has held it in 16 quarters since.
  • Sigma Planning Corp's Coinbase position peaked at $1.08M in Q1 2022.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.