Signature Estate & Investment Advisors’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$814K Sell
5,566
-2,308
-29% -$417K 0.01% 330
2026
Q1
$1.37M Sell
7,874
-126,770
-94% -$25M 0.03% 219
2025
Q4
$30.4M Sell
134,644
-31,512
-19% -$9.39M 0.61% 30
2025
Q3
$56.1M Buy
166,156
+161,925
+3,827% +$54.9M 1.2% 21
2025
Q2
$1.48M Sell
4,231
-1,984
-32% -$464K 0.03% 187
2025
Q1
$1.07M Buy
6,215
+70
+1% +$16.9K 0.03% 205
2024
Q4
$1.53M Sell
6,145
-71
-1% -$18K 0.04% 170
2024
Q3
$1.11M Buy
6,216
+80
+1% +$16K 0.03% 189
2024
Q2
$1.36M Buy
+6,136
New +$1.41M 0.03% 159
2023
Q4
Sell
-6,110
Closed -$459K 185
2023
Q3
$459K Sell
6,110
-1,775
-23% -$150K 0.02% 120
2023
Q2
$564K Sell
7,885
-30
-0.4% -$1.79K 0.02% 112
2023
Q1
$535K Sell
7,915
-71
-0.9% -$4.25K 0.02% 115
2022
Q4
$283K Sell
7,986
-28
-0.3% -$1.48K 0.01% 155
2022
Q3
$517K Sell
8,014
-222
-3% -$15.5K 0.02% 114
2022
Q2
$387K Buy
+8,236
New +$784K 0.02% 123

Other funds holding COIN

Signature Estate & Investment Advisors's COIN Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Coinbase (COIN) stake by 29% in Q2 2026, selling an estimated $417K and leaving 5,566 shares worth $814K. The position accounts for 0.01% of the portfolio, ranked #330.

Signature Estate & Investment Advisors first reported a position in COIN in Q2 2022 and has held it in 15 quarters since. The position peaked at $56.1M in Q3 2025. 641 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Signature Estate & Investment Advisors held 5,566 shares of Coinbase worth $814K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 2,308 Coinbase shares in Q2 2026, an estimated $417K.
  • Coinbase made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #330 holding.
  • Signature Estate & Investment Advisors first reported a position in Coinbase in Q2 2022 and has held it in 15 quarters since.
  • Signature Estate & Investment Advisors's Coinbase position peaked at $56.1M in Q3 2025.
  • 641 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.