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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
Q2 		– Sell
-1,250
Closed -$218K – 280
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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State Street
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Geode Capital Management
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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

Cascade Financial Partners's COIN Position: Q2 2026 in Review

Cascade Financial Partners sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,250 shares — an estimated $218K sold.

Cascade Financial Partners first reported a position in COIN in Q3 2025 and held it in 3 quarters. The position peaked at $422K in Q3 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Cascade Financial Partners reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 1,250 Coinbase shares in Q2 2026, an estimated $218K.
  • Cascade Financial Partners first reported a position in Coinbase in Q3 2025 and held it in 3 quarters.
  • Cascade Financial Partners's Coinbase position peaked at $422K in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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