Stephens Inc’s Coinbase COIN Stock Holding History

Stephens Inc’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	-1,099	Closed	-$249K	–	1328
2025 Q4	$249K	Buy	1,099 +49	+5%	+$14.6K	﹤0.01%	1113
2025 Q3	$354K	Hold	1,050	–	–	﹤0.01%	972
2025 Q2	$368K	Buy	+1,050	New	+$245K	0.01%	939
2025 Q1	–	Sell	-1,050	Closed	-$261K	–	1251
2024 Q4	$261K	Buy	+1,050	New	+$267K	﹤0.01%	1072
2024 Q3	–	Sell	-1,119	Closed	-$249K	–	1303
2024 Q2	$249K	Buy	1,119 +69	+7%	+$15.9K	﹤0.01%	1076
2024 Q1	$278K	Buy	+1,050	New	+$189K	﹤0.01%	1030

Other funds holding COIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stephens Inc's COIN Position: Q1 2026 in Review

Stephens Inc sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,099 shares — an estimated $249K sold.

Stephens Inc first reported a position in COIN in Q1 2024 and held it in 6 quarters. The position peaked at $368K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Stephens Inc reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
Stephens Inc sold 1,099 Coinbase shares in Q1 2026, an estimated $249K.
Stephens Inc first reported a position in Coinbase in Q1 2024 and held it in 6 quarters.
Stephens Inc's Coinbase position peaked at $368K in Q2 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.