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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Independent Financial Group's COIN Position: Q2 2026 in Review

Independent Financial Group reduced its Coinbase (COIN) stake by 1.4% in Q2 2026, selling an estimated $21.3K and leaving 8,195 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #616.

Independent Financial Group first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.6M in Q2 2025. 1,115 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Independent Financial Group held 8,195 shares of Coinbase worth $1.2M as of Q2 2026.
  • Independent Financial Group sold 118 Coinbase shares in Q2 2026, an estimated $21.3K.
  • Coinbase made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #616 holding.
  • Independent Financial Group first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • Independent Financial Group's Coinbase position peaked at $4.6M in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.