SEA
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Stegent Equity Advisors’s Coinbase COIN Stock Holding History

Stegent Equity Advisors’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
Q1 		– Sell
-2,794
Closed -$632K – 109
2025
Q4 		$632K Buy
2,794
+600
+27% +$179K 0.49% 56
2025
Q3 		$740K Sell
2,194
-626
-22% -$212K 0.6% 50
2025
Q2 		$988K Buy
+2,820
New +$659K 0.88% 31

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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stegent Equity Advisors's COIN Position: Q1 2026 in Review

Stegent Equity Advisors sold out of Coinbase (COIN) in Q1 2026, closing a stake of 2,794 shares — an estimated $632K sold.

Stegent Equity Advisors first reported a position in COIN in Q2 2025 and held it in 3 quarters. The position peaked at $988K in Q2 2025. 1,180 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Stegent Equity Advisors reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Stegent Equity Advisors sold 2,794 Coinbase shares in Q1 2026, an estimated $632K.
  • Stegent Equity Advisors first reported a position in Coinbase in Q2 2025 and held it in 3 quarters.
  • Stegent Equity Advisors's Coinbase position peaked at $988K in Q2 2025.
  • 1,180 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.