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Newbridge Financial Services Group’s Coinbase COIN Stock Holding History

Newbridge Financial Services 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
Q1 		$2.5M Buy
14,292
+11,165
+357% +$2.2M 0.41% 60
2025
Q4 		$707K Buy
3,127
+1,342
+75% +$400K 0.11% 130
2025
Q3 		$602K Sell
1,785
-1,298
-42% -$440K 0.09% 165
2025
Q2 		$1.08M Buy
3,083
+1,552
+101% +$363K 0.18% 99
2025
Q1 		$264K Buy
1,531
+900
+143% +$218K 0.06% 168
2024
Q4 		$157K Buy
631
+195
+45% +$49.5K 0.04% 231
2024
Q3 		$77.7K Sell
436
-48
-10% -$9.62K 0.03% 220
2024
Q2 		$108K Sell
484
-13
-3% -$2.99K 0.04% 256
2024
Q1 		$132K Buy
+497
New +$89.4K 0.06% 248
2023
Q4 		– Sell
-2,602
Closed -$195K – 1198
2023
Q3 		$195K Sell
2,602
-22
-0.8% -$1.85K 0.1% 190
2023
Q2 		$188K Sell
2,624
-1,058
-29% -$63.1K 0.09% 209
2023
Q1 		$249K Sell
3,682
-198
-5% -$11.9K 0.13% 160
2022
Q4 		$137K Buy
3,880
+1,570
+68% +$82.7K 0.08% 243
2022
Q3 		$149K Buy
2,310
+353
+18% +$24.6K 0.09% 230
2022
Q2 		$92K Buy
1,957
+311
+19% +$29.6K 0.06% 279
2022
Q1 		$313K Buy
1,646
+256
+18% +$50K 0.15% 130
2021
Q4 		$351K Buy
1,390
+204
+17% +$59.3K 0.17% 131
2021
Q3 		$270K Buy
1,186
+684
+136% +$168K 0.17% 131
2021
Q2 		$127K Buy
+502
New +$130K 0.08% 238

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

Newbridge Financial Services Group's COIN Position: Q1 2026 in Review

Newbridge Financial Services Group increased its Coinbase (COIN) stake by 357% in Q1 2026, buying an estimated $2.2M and bringing the position to 14,292 shares worth $2.5M. The position accounts for 0.41% of the portfolio, ranked #60.

Newbridge Financial Services Group first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Newbridge Financial Services Group held 14,292 shares of Coinbase worth $2.5M as of Q1 2026.
  • Newbridge Financial Services Group bought 11,165 Coinbase shares in Q1 2026, an estimated $2.2M.
  • Coinbase made up 0.41% of Newbridge Financial Services Group's portfolio in Q1 2026, its #60 holding.
  • Newbridge Financial Services Group first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.