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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
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 $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

Summit Financial's COIN Position: Q1 2026 in Review

Summit Financial reduced its Coinbase (COIN) stake by 3% in Q1 2026, selling an estimated $136K and leaving 22,154 shares worth $3.87M. The position accounts for 0.05% of the portfolio, ranked #376.

Summit Financial first reported a position in COIN in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.58M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Summit Financial held 22,154 shares of Coinbase worth $3.87M as of Q1 2026.
  • Summit Financial sold 693 Coinbase shares in Q1 2026, an estimated $136K.
  • Coinbase made up 0.05% of Summit Financial's portfolio in Q1 2026, its #376 holding.
  • Summit Financial first reported a position in Coinbase in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Coinbase position peaked at $7.58M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.