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 Q1	–	Sell	-8,500	Closed	-$1.92M	–	1093
2025 Q4	$1.92M	Buy	8,500 +4,900	+136%	+$1.46M	0.25%	74
2025 Q3	$1.21M	Buy	3,600 +3,000	+500%	+$1.02M	0.25%	90
2025 Q2	$210K	Buy	+600	New	+$140K	0.04%	260
2023 Q4	–	Sell	-500	Closed	-$38K	–	699
2023 Q3	$38K	Sell	500 -1,000	-67%	-$84.3K	﹤0.01%	312
2023 Q2	$107K	Buy	+1,500	New	+$89.5K	0.01%	279
2021 Q3	–	Sell	-40	Closed	-$1.01M	–	718
2021 Q2	$1.01M	Buy	+40	New	+$10.4K	0.08%	250

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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. 1,120 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.
1,120 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.