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Garton & Associates Financial Advisors’s Coinbase COIN Stock Holding History

Garton & Associates 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
-5
Closed -$1.13K – 240
2025
Q4 		$1.13K Buy
+5
New +$1.49K ﹤0.01% 1129

Other funds holding COIN

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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

Garton & Associates Financial Advisors's COIN Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Coinbase (COIN) in Q1 2026, closing a stake of 5 shares — an estimated $1.13K sold.

Garton & Associates Financial Advisors first reported a position in COIN in Q4 2025 and held it in 1 quarter. The position peaked at $1.13K in Q4 2025. 1,178 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 5 Coinbase shares in Q1 2026, an estimated $1.13K.
  • Garton & Associates Financial Advisors first reported a position in Coinbase in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Coinbase position peaked at $1.13K in Q4 2025.
  • 1,178 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.