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
Q2 		$226K Buy
1,547
+4
+0.3% +$722 0.01% 436
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 $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 $3.37T AUM 44.26% 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

Berger Financial Group's COIN Position: Q2 2026 in Review

Berger Financial Group increased its Coinbase (COIN) stake by 0.26% in Q2 2026, buying an estimated $722 and bringing the position to 1,547 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #436.

Berger Financial Group first reported a position in COIN in Q2 2023 and has held it in 13 quarters since. The position peaked at $578K in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Berger Financial Group held 1,547 shares of Coinbase worth $226K as of Q2 2026.
  • Berger Financial Group bought 4 Coinbase shares in Q2 2026, an estimated $722.
  • Coinbase made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #436 holding.
  • Berger Financial Group first reported a position in Coinbase in Q2 2023 and has held it in 13 quarters since.
  • Berger Financial Group's Coinbase position peaked at $578K in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.