BFG
COIN icon

Berger Financial Group’s Coinbase COIN Stock Holding History

Berger 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 		$269K Sell
1,543
-11
-0.7% -$2.17K 0.02% 392
2025
Q4 		$351K Sell
1,554
-13
-0.8% -$3.87K 0.02% 339
2025
Q3 		$529K Sell
1,567
-81
-5% -$27.5K 0.03% 278
2025
Q2 		$578K Buy
1,648
+50
+3% +$11.7K 0.04% 252
2025
Q1 		$275K Sell
1,598
-27
-2% -$6.54K 0.02% 346
2024
Q4 		$403K Sell
1,625
-69
-4% -$17.5K 0.03% 283
2024
Q3 		$302K Sell
1,694
-15
-0.9% -$3K 0.02% 305
2024
Q2 		$380K Buy
1,709
+38
+2% +$8.74K 0.03% 245
2024
Q1 		$443K Sell
1,671
-755
-31% -$136K 0.04% 220
2023
Q4 		$422K Sell
2,426
-1,042
-30% -$114K 0.04% 183
2023
Q3 		$260K Sell
3,468
-228
-6% -$19.2K 0.03% 227
2023
Q2 		$264K Buy
+3,696
New +$220K 0.03% 235

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

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

Berger Financial Group reduced its Coinbase (COIN) stake by 0.71% in Q1 2026, selling an estimated $2.17K and leaving 1,543 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #392.

Berger Financial Group first reported a position in COIN in Q2 2023 and has held it in 12 quarters since. The position peaked at $578K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Berger Financial Group held 1,543 shares of Coinbase worth $269K as of Q1 2026.
  • Berger Financial Group sold 11 Coinbase shares in Q1 2026, an estimated $2.17K.
  • Coinbase made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #392 holding.
  • Berger Financial Group first reported a position in Coinbase in Q2 2023 and has held it in 12 quarters since.
  • Berger Financial Group's Coinbase position peaked at $578K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.