Clear Creek Financial Management’s Coinbase COIN Stock Holding History

Clear Creek Financial Management’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	$329K	Sell	1,883 -356	-16%	-$70.1K	0.03%	482
2025 Q4	$506K	Sell	2,239 -4,882	-69%	-$1.45M	0.04%	383
2025 Q3	$2.4M	Buy	7,121 +2,304	+48%	+$781K	0.21%	110
2025 Q2	$1.69M	Buy	+4,817	New	+$1.13M	0.16%	144
2022 Q1	–	Sell	-956	Closed	-$241K	–	344
2021 Q4	$241K	Sell	956 -6,144	-87%	-$1.79M	0.04%	288
2021 Q3	$1.61M	Buy	+7,100	New	+$1.75M	0.26%	100

Other funds holding COIN

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Creek Financial Management's COIN Position: Q1 2026 in Review

Clear Creek Financial Management reduced its Coinbase (COIN) stake by 16% in Q1 2026, selling an estimated $70.1K and leaving 1,883 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #482.

Clear Creek Financial Management first reported a position in COIN in Q3 2021 and has held it in 6 quarters since. The position peaked at $2.4M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Clear Creek Financial Management held 1,883 shares of Coinbase worth $329K as of Q1 2026.
Clear Creek Financial Management sold 356 Coinbase shares in Q1 2026, an estimated $70.1K.
Coinbase made up 0.03% of Clear Creek Financial Management's portfolio in Q1 2026, its #482 holding.
Clear Creek Financial Management first reported a position in Coinbase in Q3 2021 and has held it in 6 quarters since.
Clear Creek Financial Management's Coinbase position peaked at $2.4M in Q3 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.