Patten Group’s Coinbase COIN Stock Holding History

Patten 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	$1.1M	Buy	6,282 +3,353	+114%	+$660K	0.19%	135
2025 Q4	$662K	Buy	2,929 +2,256	+335%	+$672K	0.12%	168
2025 Q3	$227K	Buy	+673	New	+$228K	0.04%	270

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

Patten Group's COIN Position: Q1 2026 in Review

Patten Group increased its Coinbase (COIN) stake by 114% in Q1 2026, buying an estimated $660K and bringing the position to 6,282 shares worth $1.1M. The position accounts for 0.19% of the portfolio, ranked #135.

Patten Group first reported a position in COIN in Q3 2025 and has held it in 3 quarters since. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Patten Group held 6,282 shares of Coinbase worth $1.1M as of Q1 2026.
Patten Group bought 3,353 Coinbase shares in Q1 2026, an estimated $660K.
Coinbase made up 0.19% of Patten Group's portfolio in Q1 2026, its #135 holding.
Patten Group first reported a position in Coinbase in Q3 2025 and has held it in 3 quarters since.
1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.