SSG
COIN icon

Summit Securities Group’s Coinbase COIN Stock Holding History

Summit Securities Group’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 		$7.6K Buy
52
+15
+41% +$2.71K ﹤0.01% 892
2026
Q1 		$6.46K Sell
37
-302
-89% -$59.4K ﹤0.01% 756
2025
Q4 		$76.7K Sell
339
-351
-51% -$105K 0.01% 520
2025
Q3 		$233K Buy
690
+548
+386% +$186K 0.05% 253
2025
Q2 		$49.8K Buy
+142
New +$33.2K 0.01% 516
2024
Q4 		– Sell
-39
Closed -$7K – 681
2024
Q3 		$7K Sell
39
-661
-94% -$132K ﹤0.01% 407
2024
Q2 		$156K Buy
+700
New +$161K 0.03% 182

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 Securities Group's COIN Position: Q2 2026 in Review

Summit Securities Group increased its Coinbase (COIN) stake by 41% in Q2 2026, buying an estimated $2.71K and bringing the position to 52 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Summit Securities Group first reported a position in COIN in Q2 2024 and has held it in 7 quarters since. The position peaked at $233K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Summit Securities Group held 52 shares of Coinbase worth $7.6K as of Q2 2026.
  • Summit Securities Group bought 15 Coinbase shares in Q2 2026, an estimated $2.71K.
  • Coinbase made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #892 holding.
  • Summit Securities Group first reported a position in Coinbase in Q2 2024 and has held it in 7 quarters since.
  • Summit Securities Group's Coinbase position peaked at $233K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.