Sigma Planning Corp
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
Q3 		$266K Sell
1,401
-601
-30% -$102K 0.01% 1112
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sigma Planning Corp's COIN Position: Q3 2026 in Review

Sigma Planning Corp reduced its Coinbase (COIN) stake by 30% in Q3 2026, selling an estimated $102K and leaving 1,401 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #1112.

Sigma Planning Corp first reported a position in COIN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q1 2022. 585 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Sigma Planning Corp held 1,401 shares of Coinbase worth $266K as of Q3 2026.
  • Sigma Planning Corp sold 601 Coinbase shares in Q3 2026, an estimated $102K.
  • Coinbase made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1112 holding.
  • Sigma Planning Corp first reported a position in Coinbase in Q4 2021 and has held it in 18 quarters since.
  • Sigma Planning Corp's Coinbase position peaked at $1.08M in Q1 2022.
  • 585 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.