CF
COIN icon

Convergence Financial’s Coinbase COIN Stock Holding History

Convergence Financial’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 		$593K Sell
4,055
-45
-1% -$8.12K 0.05% 156
2026
Q1 		$718K Buy
4,100
+2,050
+100% +$404K 0.08% 124
2025
Q4 		$464K Hold
2,050
– – 0.07% 128
2025
Q3 		$692K Hold
2,050
– – 0.1% 103
2025
Q2 		$719K Hold
2,050
– – 0.12% 95
2025
Q1 		$353K Buy
2,050
+12
+0.6% +$2.91K 0.07% 124
2024
Q4 		$506K Sell
2,038
-183
-8% -$46.5K 0.1% 91
2024
Q3 		$396K Sell
2,221
-21
-0.9% -$4.21K 0.08% 104
2024
Q2 		$498K Buy
2,242
+64
+3% +$14.7K 0.13% 90
2024
Q1 		$577K Buy
+2,178
New +$392K 0.24% 28

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

Convergence Financial's COIN Position: Q2 2026 in Review

Convergence Financial reduced its Coinbase (COIN) stake by 1.1% in Q2 2026, selling an estimated $8.12K and leaving 4,055 shares worth $593K. The position accounts for 0.05% of the portfolio, ranked #156.

Convergence Financial first reported a position in COIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $719K in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Convergence Financial held 4,055 shares of Coinbase worth $593K as of Q2 2026.
  • Convergence Financial sold 45 Coinbase shares in Q2 2026, an estimated $8.12K.
  • Coinbase made up 0.05% of Convergence Financial's portfolio in Q2 2026, its #156 holding.
  • Convergence Financial first reported a position in Coinbase in Q1 2024 and has held it in 10 quarters since.
  • Convergence Financial's Coinbase position peaked at $719K in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.