Cooper Financial Group’s Coinbase COIN Stock Holding History

Cooper Financial Group’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	–	Sell	-1,063	Closed	-$240K	–	434
2025 Q4	$240K	Buy	1,063 +160	+18%	+$47.7K	0.03%	332
2025 Q3	$305K	Buy	903 +133	+17%	+$45.1K	0.03%	298
2025 Q2	$270K	Buy	+770	New	+$180K	0.03%	319
2025 Q1	–	Sell	-829	Closed	-$206K	–	385
2024 Q4	$206K	Buy	+829	New	+$210K	0.02%	372
2024 Q3	–	Sell	-913	Closed	-$203K	–	386
2024 Q2	$203K	Buy	+913	New	+$210K	0.03%	363

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

Cooper Financial Group's COIN Position: Q1 2026 in Review

Cooper Financial Group sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,063 shares — an estimated $240K sold.

Cooper Financial Group first reported a position in COIN in Q2 2024 and held it in 5 quarters. The position peaked at $305K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Cooper Financial Group reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
Cooper Financial Group sold 1,063 Coinbase shares in Q1 2026, an estimated $240K.
Cooper Financial Group first reported a position in Coinbase in Q2 2024 and held it in 5 quarters.
Cooper Financial Group's Coinbase position peaked at $305K in Q3 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Cooper Financial Group's 13F filing for Q1 2026, filed 7 Apr 2026.