IFG
COIN icon

Independent Financial Group’s Coinbase COIN Stock Holding History

Independent Financial Group’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
Q3 		$1.22M Sell
6,538
-1,657
-20% -$281K 0.02% 622
2026
Q2 		$1.2M Sell
8,195
-118
-1% -$21.3K 0.02% 616
2026
Q1 		$1.45M Buy
8,313
+1,718
+26% +$338K 0.03% 508
2025
Q4 		$1.49M Buy
6,595
+1,420
+27% +$423K 0.03% 483
2025
Q3 		$1.75M Sell
5,175
-7,949
-61% -$2.7M 0.04% 426
2025
Q2 		$4.6M Buy
13,124
+7,125
+119% +$1.67M 0.13% 152
2025
Q1 		$1.03M Buy
5,999
+1,719
+40% +$416K 0.04% 469
2024
Q4 		$1.06M Buy
4,280
+263
+7% +$66.8K 0.04% 463
2024
Q3 		$716K Sell
4,017
-4,845
-55% -$970K 0.03% 536
2024
Q2 		$1.97M Buy
8,862
+1,664
+23% +$383K 0.08% 241
2024
Q1 		$1.91M Sell
7,198
-9,043
-56% -$1.63M 0.09% 232
2023
Q4 		$2.82M Sell
16,241
-4,534
-22% -$495K 0.15% 147
2023
Q3 		$1.56M Sell
20,775
-229
-1% -$19.3K 0.1% 222
2023
Q2 		$1.5M Buy
21,004
+1,630
+8% +$97.2K 0.1% 218
2023
Q1 		$1.31M Buy
19,374
+6,741
+53% +$404K 0.1% 221
2022
Q4 		$447K Buy
+12,633
New +$666K 0.04% 445
2022
Q2 		– Sell
-4,150
Closed -$788K – 730
2022
Q1 		$788K Buy
4,150
+63
+2% +$12.3K 0.06% 314
2021
Q4 		$1.03M Buy
4,087
+455
+13% +$132K 0.09% 248
2021
Q3 		$826K Buy
3,632
+31
+0.9% +$7.63K 0.08% 259
2021
Q2 		$912K Buy
+3,601
New +$935K 0.1% 234

Other funds holding COIN

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Independent Financial Group's COIN Position: Q3 2026 in Review

Independent Financial Group reduced its Coinbase (COIN) stake by 20% in Q3 2026, selling an estimated $281K and leaving 6,538 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #622.

Independent Financial Group first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.6M in Q2 2025. 62 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Independent Financial Group held 6,538 shares of Coinbase worth $1.22M as of Q3 2026.
  • Independent Financial Group sold 1,657 Coinbase shares in Q3 2026, an estimated $281K.
  • Coinbase made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #622 holding.
  • Independent Financial Group first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
  • Independent Financial Group's Coinbase position peaked at $4.6M in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.