SIM
COIN icon

Sims Investment Management’s Coinbase COIN Stock Holding History

Sims Investment 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
Q3 		– Sell
-35
Closed -$5.12K – 63
2026
Q2 		$5.12K Buy
+35
New +$6.32K ﹤0.01% 119

Other funds holding COIN

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Sims Investment Management's COIN Position: Q3 2026 in Review

Sims Investment Management sold out of Coinbase (COIN) in Q3 2026, closing a stake of 35 shares — an estimated $5.12K sold.

Sims Investment Management first reported a position in COIN in Q2 2026 and held it in 1 quarter. The position peaked at $5.12K in Q2 2026. 67 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Sims Investment Management reported no remaining Coinbase position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 35 Coinbase shares in Q3 2026, an estimated $5.12K.
  • Sims Investment Management first reported a position in Coinbase in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's Coinbase position peaked at $5.12K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.