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Forum Financial Management’s Coinbase COIN Stock Holding History

Forum 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
Q1 		– Sell
-2,261
Closed -$511K – 476
2025
Q4 		$511K Sell
2,261
-79
-3% -$23.5K 0.01% 458
2025
Q3 		$790K Buy
2,340
+181
+8% +$61.4K 0.01% 295
2025
Q2 		$757K Buy
2,159
+266
+14% +$62.2K 0.01% 274
2025
Q1 		$326K Sell
1,893
-195
-9% -$47.2K 0.01% 554
2024
Q4 		$518K Buy
2,088
+9
+0.4% +$2.29K 0.01% 369
2024
Q3 		$370K Sell
2,079
-49
-2% -$9.81K 0.01% 431
2024
Q2 		$473K Buy
2,128
+227
+12% +$52.2K 0.01% 324
2024
Q1 		$504K Sell
1,901
-126
-6% -$22.7K 0.01% 324
2023
Q4 		$353K Buy
+2,027
New +$221K 0.01% 392

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
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's COIN Position: Q1 2026 in Review

Forum Financial Management sold out of Coinbase (COIN) in Q1 2026, closing a stake of 2,261 shares — an estimated $511K sold.

Forum Financial Management first reported a position in COIN in Q4 2023 and held it in 9 quarters. The position peaked at $790K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Forum Financial Management reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,261 Coinbase shares in Q1 2026, an estimated $511K.
  • Forum Financial Management first reported a position in Coinbase in Q4 2023 and held it in 9 quarters.
  • Forum Financial Management's Coinbase position peaked at $790K in Q3 2025.
  • 1,180 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.