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Summit Financial’s Coinbase COIN Stock Holding History

Summit Financial’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 		$3.42M Buy
23,394
+1,240
+6% +$224K 0.04% 457
2026
Q1 		$3.87M Sell
22,154
-693
-3% -$136K 0.05% 376
2025
Q4 		$5.17M Buy
22,847
+390
+2% +$116K 0.08% 254
2025
Q3 		$7.58M Buy
+22,457
New +$7.61M 0.12% 167

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

Summit Financial's COIN Position: Q2 2026 in Review

Summit Financial increased its Coinbase (COIN) stake by 5.6% in Q2 2026, buying an estimated $224K and bringing the position to 23,394 shares worth $3.42M. The position accounts for 0.04% of the portfolio, ranked #457.

Summit Financial first reported a position in COIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.58M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Summit Financial held 23,394 shares of Coinbase worth $3.42M as of Q2 2026.
  • Summit Financial bought 1,240 Coinbase shares in Q2 2026, an estimated $224K.
  • Coinbase made up 0.04% of Summit Financial's portfolio in Q2 2026, its #457 holding.
  • Summit Financial first reported a position in Coinbase in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Coinbase position peaked at $7.58M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.