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Steward Partners Investment Advisory’s Coinbase COIN Stock Holding History

Steward Partners Investment Advisory’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 		$1.85M Sell
10,590
-1,449
-12% -$285K 0.01% 890
2025
Q4 		$2.72M Sell
12,039
-191
-2% -$56.9K 0.01% 662
2025
Q3 		$4.13M Buy
12,230
+2,466
+25% +$836K 0.02% 524
2025
Q2 		$3.42M Sell
9,764
-5,005
-34% -$1.17M 0.03% 538
2025
Q1 		$2.54M Sell
14,769
-635
-4% -$154K 0.02% 582
2024
Q4 		$3.82M Buy
15,404
+4,085
+36% +$1.04M 0.03% 452
2024
Q3 		$2.02M Buy
11,319
+2,604
+30% +$522K 0.02% 626
2024
Q2 		$1.94M Buy
8,715
+4,407
+102% +$1.01M 0.02% 595
2024
Q1 		$1.14M Buy
4,308
+1,941
+82% +$349K 0.01% 742
2023
Q4 		$412K Sell
2,367
-1,166
-33% -$127K 0.01% 1081
2023
Q3 		$265K Buy
3,533
+659
+23% +$55.5K ﹤0.01% 1169
2023
Q2 		$206K Sell
2,874
-1,642
-36% -$97.9K ﹤0.01% 1280
2023
Q1 		$305K Buy
4,516
+199
+5% +$11.9K ﹤0.01% 1105
2022
Q4 		$153K Buy
4,317
+1,652
+62% +$87K ﹤0.01% 1359
2022
Q3 		$172K Sell
2,665
-6
-0.2% -$419 ﹤0.01% 1260
2022
Q2 		$126K Sell
2,671
-781
-23% -$74.3K ﹤0.01% 1399
2022
Q1 		$655K Buy
3,452
+509
+17% +$99.5K 0.01% 826
2021
Q4 		$743K Sell
2,943
-3,399
-54% -$988K 0.01% 798
2021
Q3 		$1.44M Buy
6,342
+2,566
+68% +$632K 0.02% 542
2021
Q2 		$956K Buy
+3,776
New +$980K 0.02% 685

Other funds holding COIN

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Advisory's COIN Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Coinbase (COIN) stake by 12% in Q1 2026, selling an estimated $285K and leaving 10,590 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #890.

Steward Partners Investment Advisory first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.13M in Q3 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Steward Partners Investment Advisory held 10,590 shares of Coinbase worth $1.85M as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,449 Coinbase shares in Q1 2026, an estimated $285K.
  • Coinbase made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #890 holding.
  • Steward Partners Investment Advisory first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Steward Partners Investment Advisory's Coinbase position peaked at $4.13M in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.