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Forvis Mazars Wealth Advisors’s Coinbase COIN Stock Holding History

Forvis Mazars Wealth 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
-1,057
Closed -$239K – 405
2025
Q4 		$239K Buy
1,057
+17
+2% +$5.07K ﹤0.01% 381
2025
Q3 		$351K Buy
1,040
+34
+3% +$11.5K 0.01% 333
2025
Q2 		$353K Buy
+1,006
New +$235K 0.01% 339

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

Forvis Mazars Wealth Advisors's COIN Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,057 shares — an estimated $239K sold.

Forvis Mazars Wealth Advisors first reported a position in COIN in Q2 2025 and held it in 3 quarters. The position peaked at $353K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Forvis Mazars Wealth Advisors reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,057 Coinbase shares in Q1 2026, an estimated $239K.
  • Forvis Mazars Wealth Advisors first reported a position in Coinbase in Q2 2025 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Coinbase position peaked at $353K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.