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Perigon Wealth Management’s Coinbase COIN Stock Holding History

Perigon Wealth Management’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 		$1.21M Buy
6,941
+251
+4% +$49.4K 0.02% 479
2025
Q4 		$1.51M Sell
6,690
-194
-3% -$57.8K 0.03% 437
2025
Q3 		$2.32M Sell
6,884
-426
-6% -$144K 0.05% 319
2025
Q2 		$2.56M Sell
7,310
-755
-9% -$177K 0.06% 287
2025
Q1 		$1.39M Buy
8,065
+304
+4% +$73.6K 0.04% 377
2024
Q4 		$2.19M Buy
7,761
+283
+4% +$71.8K 0.05% 297
2024
Q3 		$1.33M Sell
7,478
-61
-0.8% -$12.2K 0.04% 370
2024
Q2 		$1.68M Sell
7,539
-945
-11% -$217K 0.05% 278
2024
Q1 		$2.25M Sell
8,484
-1,417
-14% -$255K 0.07% 237
2023
Q4 		$1.72M Sell
9,901
-42
-0.4% -$4.59K 0.06% 247
2023
Q3 		$747K Sell
9,943
-5,162
-34% -$435K 0.03% 360
2023
Q2 		$1.08M Buy
15,105
+519
+4% +$31K 0.04% 307
2023
Q1 		$986K Sell
14,586
-2,363
-14% -$142K 0.06% 271
2022
Q4 		$600K Buy
16,949
+13,278
+362% +$700K 0.04% 356
2022
Q3 		$237K Buy
+3,671
New +$256K 0.02% 489
2022
Q2 		– Sell
-2,633
Closed -$500K – 582
2022
Q1 		$500K Buy
2,633
+1,090
+71% +$213K 0.04% 363
2021
Q4 		$389K Sell
1,543
-428
-22% -$124K 0.03% 395
2021
Q3 		$448K Sell
1,971
-113
-5% -$27.8K 0.04% 327
2021
Q2 		$528K Buy
+2,084
New +$541K 0.05% 294

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

Perigon Wealth Management's COIN Position: Q1 2026 in Review

Perigon Wealth Management increased its Coinbase (COIN) stake by 3.8% in Q1 2026, buying an estimated $49.4K and bringing the position to 6,941 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #479.

Perigon Wealth Management first reported a position in COIN in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.56M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Perigon Wealth Management held 6,941 shares of Coinbase worth $1.21M as of Q1 2026.
  • Perigon Wealth Management bought 251 Coinbase shares in Q1 2026, an estimated $49.4K.
  • Coinbase made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #479 holding.
  • Perigon Wealth Management first reported a position in Coinbase in Q2 2021 and has held it in 19 quarters since.
  • Perigon Wealth Management's Coinbase position peaked at $2.56M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.