SPC
COIN icon

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
Q2 		$293K Sell
2,002
-468
-19% -$84.5K 0.01% 1138
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sigma Planning Corp's COIN Position: Q2 2026 in Review

Sigma Planning Corp reduced its Coinbase (COIN) stake by 19% in Q2 2026, selling an estimated $84.5K and leaving 2,002 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #1138.

Sigma Planning Corp first reported a position in COIN in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.08M in Q1 2022. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Sigma Planning Corp held 2,002 shares of Coinbase worth $293K as of Q2 2026.
  • Sigma Planning Corp sold 468 Coinbase shares in Q2 2026, an estimated $84.5K.
  • Coinbase made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1138 holding.
  • Sigma Planning Corp first reported a position in Coinbase in Q4 2021 and has held it in 17 quarters since.
  • Sigma Planning Corp's Coinbase position peaked at $1.08M in Q1 2022.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.