IA
COIN icon

IFS Advisors’s Coinbase COIN Stock Holding History

IFS 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 		$5.76K Hold
33
– – ﹤0.01% 142
2025
Q4 		$7.46K Hold
33
– – ﹤0.01% 112
2025
Q3 		$11.1K Hold
33
– – 0.01% 92
2025
Q2 		$11.6K Hold
33
– – 0.01% 82
2025
Q1 		$5.68K Hold
33
– – ﹤0.01% 122
2024
Q4 		$8.19K Hold
33
– – 0.01% 104
2024
Q3 		$5.88K Hold
33
– – ﹤0.01% 89
2024
Q2 		$7.33K Hold
33
– – 0.01% 80
2024
Q1 		$8.75K Hold
33
– – 0.01% 76
2023
Q4 		$5.74K Hold
33
– – 0.01% 79
2023
Q3 		$2.48K Hold
33
– – ﹤0.01% 99
2023
Q2 		$2.36K Hold
33
– – 0.01% 102
2023
Q1 		$2.23K Hold
33
– – 0.01% 81
2022
Q4 		$1.17K Hold
33
– – ﹤0.01% 104
2022
Q3 		$2K Hold
33
– – ﹤0.01% 79
2022
Q2 		$1K Hold
33
– – ﹤0.01% 89
2022
Q1 		$6K Hold
33
– – 0.01% 73
2021
Q4 		$8K Buy
+33
New +$9.6K 0.01% 72

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

IFS Advisors's COIN Position: Q1 2026 in Review

IFS Advisors held its Coinbase (COIN) position steady in Q1 2026 at 33 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

IFS Advisors first reported a position in COIN in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.6K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • IFS Advisors held 33 shares of Coinbase worth $5.76K as of Q1 2026.
  • IFS Advisors left its Coinbase share count unchanged in Q1 2026.
  • Coinbase made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #142 holding.
  • IFS Advisors first reported a position in Coinbase in Q4 2021 and has held it in 18 quarters since.
  • IFS Advisors's Coinbase position peaked at $11.6K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.