HIA
COIN icon

HFM Investment Advisors’s Coinbase COIN Stock Holding History

HFM Investment 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 		$524 Hold
3
– – ﹤0.01% 659
2025
Q4 		$679 Hold
3
– – ﹤0.01% 596
2025
Q3 		$1.01K Sell
3
-2
-40% -$678 ﹤0.01% 365
2025
Q2 		$1.75K Buy
5
+4
+400% +$935 ﹤0.01% 208
2025
Q1 		$173 Buy
+1
New +$242 ﹤0.01% 685

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

HFM Investment Advisors's COIN Position: Q1 2026 in Review

HFM Investment Advisors held its Coinbase (COIN) position steady in Q1 2026 at 3 shares worth $524. The position accounts for ﹤0.01% of the portfolio, ranked #659.

HFM Investment Advisors first reported a position in COIN in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.75K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • HFM Investment Advisors held 3 shares of Coinbase worth $524 as of Q1 2026.
  • HFM Investment Advisors left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #659 holding.
  • HFM Investment Advisors first reported a position in Coinbase in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Coinbase position peaked at $1.75K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.