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
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
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 Securities Group's COIN Position: Q1 2026 in Review

Summit Securities Group reduced its Coinbase (COIN) stake by 89% in Q1 2026, selling an estimated $59.4K and leaving 37 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Summit Securities Group first reported a position in COIN in Q2 2024 and has held it in 6 quarters since. The position peaked at $233K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Summit Securities Group held 37 shares of Coinbase worth $6.46K as of Q1 2026.
  • Summit Securities Group sold 302 Coinbase shares in Q1 2026, an estimated $59.4K.
  • Coinbase made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #756 holding.
  • Summit Securities Group first reported a position in Coinbase in Q2 2024 and has held it in 6 quarters since.
  • Summit Securities Group's Coinbase position peaked at $233K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.