FFA
COIN icon

Fi3 Financial Advisors’s Coinbase COIN Stock Holding History

Fi3 Financial Advisors’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
-1,169
Closed -$264K – 223
2025
Q4 		$264K Sell
1,169
-154
-12% -$45.9K 0.08% 141
2025
Q3 		$446K Buy
1,323
+46
+4% +$15.6K 0.15% 68
2025
Q2 		$448K Sell
1,277
-68
-5% -$15.9K 0.16% 60
2025
Q1 		$232K Sell
1,345
-32
-2% -$7.75K 0.09% 106
2024
Q4 		$342K Buy
1,377
+10
+0.7% +$2.54K 0.13% 63
2024
Q3 		$244K Sell
1,367
-4
-0.3% -$801 0.1% 83
2024
Q2 		$305K Buy
1,371
+150
+12% +$34.5K 0.13% 55
2024
Q1 		$273K Buy
1,221
+10
+0.8% +$1.8K 0.13% 60
2023
Q4 		$211K Buy
+1,211
New +$132K 0.1% 68

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

Fi3 Financial Advisors's COIN Position: Q1 2026 in Review

Fi3 Financial Advisors sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,169 shares — an estimated $264K sold.

Fi3 Financial Advisors first reported a position in COIN in Q4 2023 and held it in 9 quarters. The position peaked at $448K in Q2 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Fi3 Financial Advisors reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 1,169 Coinbase shares in Q1 2026, an estimated $264K.
  • Fi3 Financial Advisors first reported a position in Coinbase in Q4 2023 and held it in 9 quarters.
  • Fi3 Financial Advisors's Coinbase position peaked at $448K in Q2 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.