SS
COIN icon

Sunbelt Securities’s Coinbase COIN Stock Holding History

Sunbelt Securities’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 		$135K Sell
776
-30
-4% -$5.91K 0.01% 743
2025
Q4 		$182K Buy
806
+446
+124% +$133K 0.01% 668
2025
Q3 		$121K Sell
360
-440
-55% -$149K 0.01% 771
2025
Q2 		$199K Buy
800
+10
+1% +$2.34K 0.02% 586
2025
Q1 		$136K Sell
790
-10
-1% -$2.42K 0.01% 659
2024
Q4 		$204K Buy
800
+104
+15% +$26.4K 0.02% 580
2024
Q3 		$124K Buy
696
+143
+26% +$28.6K 0.01% 707
2024
Q2 		$123K Buy
553
+253
+84% +$58.2K 0.01% 683
2024
Q1 		$79.5K Buy
300
+201
+203% +$36.2K 0.01% 768
2023
Q4 		$17.2K Hold
99
– – ﹤0.01% 1060
2023
Q3 		$7.43K Hold
99
– – ﹤0.01% 1225
2023
Q2 		$7.08K Hold
99
– – ﹤0.01% 1258
2023
Q1 		$6.35K Buy
+99
New +$5.93K ﹤0.01% 1238
2022
Q2 		– Sell
-3,115
Closed -$613K – 447
2022
Q1 		$613K Hold
3,115
– – 0.11% 210
2021
Q4 		$650K Buy
+3,115
New +$906K 0.11% 217

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

Sunbelt Securities's COIN Position: Q1 2026 in Review

Sunbelt Securities reduced its Coinbase (COIN) stake by 3.7% in Q1 2026, selling an estimated $5.91K and leaving 776 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #743.

Sunbelt Securities first reported a position in COIN in Q4 2021 and has held it in 15 quarters since. The position peaked at $650K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Sunbelt Securities held 776 shares of Coinbase worth $135K as of Q1 2026.
  • Sunbelt Securities sold 30 Coinbase shares in Q1 2026, an estimated $5.91K.
  • Coinbase made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #743 holding.
  • Sunbelt Securities first reported a position in Coinbase in Q4 2021 and has held it in 15 quarters since.
  • Sunbelt Securities's Coinbase position peaked at $650K in Q4 2021.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.