OF
COIN icon

Optimize Financial’s Coinbase COIN Stock Holding History

Optimize Financial’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
-1,530
Closed -$346K – 334
2025
Q4 		$346K Buy
1,530
+20
+1% +$5.96K 0.17% 238
2025
Q3 		$510K Sell
1,510
-250
-14% -$84.8K 0.27% 110
2025
Q2 		$617K Sell
1,760
-12
-0.7% -$2.81K 0.38% 82
2025
Q1 		$305K Sell
1,772
-477
-21% -$115K 0.22% 146
2024
Q4 		$558K Buy
+2,249
New +$571K 0.42% 62

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

Optimize Financial's COIN Position: Q1 2026 in Review

Optimize Financial sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,530 shares — an estimated $346K sold.

Optimize Financial first reported a position in COIN in Q4 2024 and held it in 5 quarters. The position peaked at $617K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Optimize Financial reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,530 Coinbase shares in Q1 2026, an estimated $346K.
  • Optimize Financial first reported a position in Coinbase in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Coinbase position peaked at $617K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.