CFP
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Cascade Financial Partners’s Coinbase COIN Stock Holding History

Cascade Financial Partners’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 		$218K Hold
1,250
– – 0.02% 243
2025
Q4 		$283K Hold
1,250
– – 0.03% 215
2025
Q3 		$422K Buy
+1,250
New +$424K 0.05% 176

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VCM
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VPM
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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

Cascade Financial Partners's COIN Position: Q1 2026 in Review

Cascade Financial Partners held its Coinbase (COIN) position steady in Q1 2026 at 1,250 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #243.

Cascade Financial Partners first reported a position in COIN in Q3 2025 and has held it in 3 quarters since. The position peaked at $422K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Cascade Financial Partners held 1,250 shares of Coinbase worth $218K as of Q1 2026.
  • Cascade Financial Partners left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up 0.02% of Cascade Financial Partners's portfolio in Q1 2026, its #243 holding.
  • Cascade Financial Partners first reported a position in Coinbase in Q3 2025 and has held it in 3 quarters since.
  • Cascade Financial Partners's Coinbase position peaked at $422K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.