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
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 $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

Convergence Financial's COIN Position: Q1 2026 in Review

Convergence Financial increased its Coinbase (COIN) stake by 100% in Q1 2026, buying an estimated $404K and bringing the position to 4,100 shares worth $718K. The position accounts for 0.08% of the portfolio, ranked #124.

Convergence Financial first reported a position in COIN in Q1 2024 and has held it in 9 quarters since. The position peaked at $719K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Convergence Financial held 4,100 shares of Coinbase worth $718K as of Q1 2026.
  • Convergence Financial bought 2,050 Coinbase shares in Q1 2026, an estimated $404K.
  • Coinbase made up 0.08% of Convergence Financial's portfolio in Q1 2026, its #124 holding.
  • Convergence Financial first reported a position in Coinbase in Q1 2024 and has held it in 9 quarters since.
  • Convergence Financial's Coinbase position peaked at $719K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.