AFG
COIN icon

Atomi Financial Group’s Coinbase COIN Stock Holding History

Atomi Financial 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 		$43.1M Sell
246,967
-22,449
-8% -$4.42M 1.32% 13
2025
Q4 		$60.9M Sell
269,416
-22,292
-8% -$6.64M 1.79% 10
2025
Q3 		$98.4M Sell
291,708
-21,544
-7% -$7.3M 3.18% 2
2025
Q2 		$110M Sell
313,252
-20,398
-6% -$4.77M 4.15% 1
2025
Q1 		$57.5M Buy
333,650
+9,812
+3% +$2.38M 2.62% 3
2024
Q4 		$80.4M Sell
323,838
-1,316
-0.4% -$334K 4.06% 2
2024
Q3 		$57.9M Buy
325,154
+7,285
+2% +$1.46M 3.62% 2
2024
Q2 		$70.6M Sell
317,869
-6,535
-2% -$1.5M 5.23% 1
2024
Q1 		$86M Sell
324,404
-81,197
-20% -$14.6M 7.93% 1
2023
Q4 		$70.5M Buy
+405,601
New +$44.3M 9.76% 1

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

Atomi Financial Group's COIN Position: Q1 2026 in Review

Atomi Financial Group reduced its Coinbase (COIN) stake by 8.3% in Q1 2026, selling an estimated $4.42M and leaving 246,967 shares worth $43.1M. The position accounts for 1.32% of the portfolio, ranked #13.

Atomi Financial Group first reported a position in COIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $110M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Atomi Financial Group held 246,967 shares of Coinbase worth $43.1M as of Q1 2026.
  • Atomi Financial Group sold 22,449 Coinbase shares in Q1 2026, an estimated $4.42M.
  • Coinbase made up 1.32% of Atomi Financial Group's portfolio in Q1 2026, its #13 holding.
  • Atomi Financial Group first reported a position in Coinbase in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Coinbase position peaked at $110M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.