NorthRock Partners’s Coinbase COIN Stock Holding History

NorthRock Partners’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	–	Sell	-999	Closed	-$226K	–	690
2025 Q4	$226K	Sell	999 -1,336	-57%	-$398K	﹤0.01%	535
2025 Q3	$788K	Buy	2,335 +324	+16%	+$110K	0.01%	401
2025 Q2	$705K	Buy	+2,011	New	+$470K	0.02%	315
2024 Q3	–	Sell	-1,057	Closed	-$235K	–	840
2024 Q2	$235K	Sell	1,057 -204	-16%	-$46.9K	0.01%	534
2024 Q1	$334K	Buy	+1,261	New	+$227K	0.01%	458

Other funds holding COIN

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NorthRock Partners's COIN Position: Q1 2026 in Review

NorthRock Partners sold out of Coinbase (COIN) in Q1 2026, closing a stake of 999 shares — an estimated $226K sold.

NorthRock Partners first reported a position in COIN in Q1 2024 and held it in 5 quarters. The position peaked at $788K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

NorthRock Partners reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
NorthRock Partners sold 999 Coinbase shares in Q1 2026, an estimated $226K.
NorthRock Partners first reported a position in Coinbase in Q1 2024 and held it in 5 quarters.
NorthRock Partners's Coinbase position peaked at $788K in Q3 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.