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Cornerstone Financial Management’s Coinbase COIN Stock Holding History

Cornerstone 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
Q2 		$7.31K Buy
50
+24
+92% +$4.33K 0.01% 542
2026
Q1 		$4.54K Sell
26
-1
-4% -$197 ﹤0.01% 508
2025
Q4 		$6.11K Buy
+27
New +$8.04K 0.01% 381

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

Cornerstone Financial Management's COIN Position: Q2 2026 in Review

Cornerstone Financial Management increased its Coinbase (COIN) stake by 92% in Q2 2026, buying an estimated $4.33K and bringing the position to 50 shares worth $7.31K. The position accounts for 0.01% of the portfolio, ranked #542.

Cornerstone Financial Management first reported a position in COIN in Q4 2025 and has held it in 3 quarters since. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Cornerstone Financial Management held 50 shares of Coinbase worth $7.31K as of Q2 2026.
  • Cornerstone Financial Management bought 24 Coinbase shares in Q2 2026, an estimated $4.33K.
  • Coinbase made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #542 holding.
  • Cornerstone Financial Management first reported a position in Coinbase in Q4 2025 and has held it in 3 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.