Convergence Financial
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
Q3 		$382K Sell
2,050
-2,005
-49% -$341K 0.05% 190
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

Convergence Financial's COIN Position: Q3 2026 in Review

Convergence Financial reduced its Coinbase (COIN) stake by 49% in Q3 2026, selling an estimated $341K and leaving 2,050 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #190.

Convergence Financial first reported a position in COIN in Q1 2024 and has held it in 11 quarters since. The position peaked at $719K in Q2 2025. 436 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Convergence Financial held 2,050 shares of Coinbase worth $382K as of Q3 2026.
  • Convergence Financial sold 2,005 Coinbase shares in Q3 2026, an estimated $341K.
  • Coinbase made up 0.05% of Convergence Financial's portfolio in Q3 2026, its #190 holding.
  • Convergence Financial first reported a position in Coinbase in Q1 2024 and has held it in 11 quarters since.
  • Convergence Financial's Coinbase position peaked at $719K in Q2 2025.
  • 436 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.