CWP
COIN icon

CFM Wealth Partners’s Coinbase COIN Stock Holding History

CFM Wealth 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 		$847K Sell
4,849
-420
-8% -$82.7K 0.13% 82
2025
Q4 		$1.19M Buy
5,269
+1,977
+60% +$589K 0.17% 72
2025
Q3 		$1.11M Buy
+3,292
New +$1.12M 0.16% 72

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

CFM Wealth Partners's COIN Position: Q1 2026 in Review

CFM Wealth Partners reduced its Coinbase (COIN) stake by 8% in Q1 2026, selling an estimated $82.7K and leaving 4,849 shares worth $847K. The position accounts for 0.13% of the portfolio, ranked #82.

CFM Wealth Partners first reported a position in COIN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • CFM Wealth Partners held 4,849 shares of Coinbase worth $847K as of Q1 2026.
  • CFM Wealth Partners sold 420 Coinbase shares in Q1 2026, an estimated $82.7K.
  • Coinbase made up 0.13% of CFM Wealth Partners's portfolio in Q1 2026, its #82 holding.
  • CFM Wealth Partners first reported a position in Coinbase in Q3 2025 and has held it in 3 quarters since.
  • CFM Wealth Partners's Coinbase position peaked at $1.19M in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.