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Creative Financial Designs’s Coinbase COIN Stock Holding History

Creative Financial Designs’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 		$94.8K Buy
543
+8
+1% +$1.57K 0.01% 701
2025
Q4 		$121K Buy
535
+34
+7% +$10.1K 0.01% 613
2025
Q3 		$169K Buy
501
+167
+50% +$56.6K 0.01% 512
2025
Q2 		$117K Sell
334
-30
-8% -$7.01K 0.01% 630
2025
Q1 		$62.7K Sell
364
-134
-27% -$32.4K 0.01% 750
2024
Q4 		$124K Sell
498
-97
-16% -$24.6K 0.01% 551
2024
Q3 		$106K Buy
595
+51
+9% +$10.2K 0.01% 588
2024
Q2 		$121K Buy
544
+188
+53% +$43.3K 0.01% 543
2024
Q1 		$94.4K Buy
356
+206
+137% +$37.1K 0.01% 581
2023
Q4 		$26.1K Buy
150
+15
+11% +$1.64K ﹤0.01% 846
2023
Q3 		$10.1K Hold
135
– – ﹤0.01% 1027
2023
Q2 		$9.66K Hold
135
– – ﹤0.01% 1022
2023
Q1 		$9.12K Sell
135
-15
-10% -$898 ﹤0.01% 983
2022
Q4 		$5.31K Hold
150
– – ﹤0.01% 1028
2022
Q3 		$10K Hold
150
– – ﹤0.01% 883
2022
Q2 		$7K Hold
150
– – ﹤0.01% 929
2022
Q1 		$28K Buy
+150
New +$29.3K ﹤0.01% 693

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

Creative Financial Designs's COIN Position: Q1 2026 in Review

Creative Financial Designs increased its Coinbase (COIN) stake by 1.5% in Q1 2026, buying an estimated $1.57K and bringing the position to 543 shares worth $94.8K. The position accounts for 0.01% of the portfolio, ranked #701.

Creative Financial Designs first reported a position in COIN in Q1 2022 and has held it in 17 quarters since. The position peaked at $169K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Creative Financial Designs held 543 shares of Coinbase worth $94.8K as of Q1 2026.
  • Creative Financial Designs bought 8 Coinbase shares in Q1 2026, an estimated $1.57K.
  • Coinbase made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #701 holding.
  • Creative Financial Designs first reported a position in Coinbase in Q1 2022 and has held it in 17 quarters since.
  • Creative Financial Designs's Coinbase position peaked at $169K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.