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Sound Income Strategies’s Coinbase COIN Stock Holding History

Sound Income Strategies’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 		– Sell
-739
Closed -$128K – 848
2026
Q1 		$128K Sell
739
-20
-3% -$3.94K 0.01% 527
2025
Q4 		$183K Buy
759
+533
+236% +$159K 0.01% 440
2025
Q3 		$87.5K Hold
226
– – ﹤0.01% 429
2025
Q2 		$79.2K Sell
226
-40
-15% -$9.35K ﹤0.01% 424
2025
Q1 		$45.8K Sell
266
-75
-22% -$18.2K ﹤0.01% 525
2024
Q4 		$84.7K Sell
341
-60
-15% -$15.2K 0.01% 378
2024
Q3 		$71.4K Hold
401
– – ﹤0.01% 389
2024
Q2 		$89.1K Hold
401
– – 0.01% 352
2024
Q1 		$106K Hold
401
– – 0.01% 302
2023
Q4 		$69.7K Buy
401
+325
+428% +$35.5K 0.01% 347
2023
Q3 		$5.71K Buy
76
+3
+4% +$253 ﹤0.01% 725
2023
Q2 		$5.22K Buy
73
+8
+12% +$477 ﹤0.01% 731
2023
Q1 		$4.39K Buy
+65
New +$3.89K ﹤0.01% 717

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sound Income Strategies's COIN Position: Q2 2026 in Review

Sound Income Strategies sold out of Coinbase (COIN) in Q2 2026, closing a stake of 739 shares — an estimated $128K sold.

Sound Income Strategies first reported a position in COIN in Q1 2023 and held it in 13 quarters. The position peaked at $183K in Q4 2025. 772 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Sound Income Strategies reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 739 Coinbase shares in Q2 2026, an estimated $128K.
  • Sound Income Strategies first reported a position in Coinbase in Q1 2023 and held it in 13 quarters.
  • Sound Income Strategies's Coinbase position peaked at $183K in Q4 2025.
  • 772 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.