VAG
COIN icon

VisionPoint Advisory Group’s Coinbase COIN Stock Holding History

VisionPoint Advisory 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
Q3 		$1.04M Buy
+5,557
New +$944K 0.16% 140
2024
Q3 		– Sell
-13
Closed -$2.89K – 343
2024
Q2 		$2.89K Buy
+13
New +$2.99K ﹤0.01% 618
2023
Q4 		– Sell
-17
Closed -$1.28K – 773
2023
Q3 		$1.28K Buy
+17
New +$1.43K ﹤0.01% 607

Other funds holding COIN

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VisionPoint Advisory Group's COIN Position: Q3 2026 in Review

VisionPoint Advisory Group opened a new position in Coinbase (COIN) in Q3 2026: 5,557 shares worth $1.04M. The stake represents 0.16% of the portfolio and ranks #140 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in COIN as recently as Q2 2024.

VisionPoint Advisory Group first reported a position in COIN in Q3 2023 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • VisionPoint Advisory Group held 5,557 shares of Coinbase worth $1.04M as of Q3 2026.
  • Coinbase was a new VisionPoint Advisory Group position in Q3 2026.
  • Coinbase made up 0.16% of VisionPoint Advisory Group's portfolio in Q3 2026, its #140 holding.
  • VisionPoint Advisory Group first reported a position in Coinbase in Q3 2023 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.