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Sowell Financial Services’s Coinbase COIN Stock Holding History

Sowell Financial Services’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 		$207K Sell
1,414
-66
-4% -$11.9K 0.01% 1071
2026
Q1 		$258K Hold
1,480
– – 0.01% 894
2025
Q4 		$335K Sell
1,480
-578
-28% -$172K 0.01% 792
2025
Q3 		$695K Buy
2,058
+769
+60% +$261K 0.03% 535
2025
Q2 		$452K Sell
1,289
-123
-9% -$28.8K 0.02% 641
2025
Q1 		$243K Buy
+1,412
New +$342K 0.01% 854

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

Sowell Financial Services's COIN Position: Q2 2026 in Review

Sowell Financial Services reduced its Coinbase (COIN) stake by 4.5% in Q2 2026, selling an estimated $11.9K and leaving 1,414 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #1071.

Sowell Financial Services first reported a position in COIN in Q1 2025 and has held it in 6 quarters since. The position peaked at $695K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Sowell Financial Services held 1,414 shares of Coinbase worth $207K as of Q2 2026.
  • Sowell Financial Services sold 66 Coinbase shares in Q2 2026, an estimated $11.9K.
  • Coinbase made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1071 holding.
  • Sowell Financial Services first reported a position in Coinbase in Q1 2025 and has held it in 6 quarters since.
  • Sowell Financial Services's Coinbase position peaked at $695K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.