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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
-1,200
Closed -$271K – 1094
2025
Q4 		$271K Buy
+1,200
New +$358K 0.04% 277
2023
Q3 		– Sell
-7,500
Closed -$537K – 646
2023
Q2 		$537K Buy
7,500
+5,500
+275% +$328K 0.07% 139
2023
Q1 		$135K Sell
2,000
-2,000
-50% -$120K 0.01% 255
2022
Q4 		$142K Buy
+4,000
New +$211K 0.01% 535
2021
Q3 		– Sell
-51
Closed -$1.29M – 719
2021
Q2 		$1.29M Buy
+51
New +$13.2K 0.11% 205

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 $3.38T AUM 44.17% 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. 1,120 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.