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Pettinga Financial Advisors’s Coinbase COIN Stock Holding History

Pettinga Financial Advisors’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
-1,076
Closed -$243K – 149
2025
Q4 		$243K Buy
1,076
+15
+1% +$4.47K 0.05% 128
2025
Q3 		$358K Sell
1,061
-260
-20% -$88.2K 0.07% 103
2025
Q2 		$463K Buy
1,321
+34
+3% +$7.95K 0.1% 90
2025
Q1 		$222K Hold
1,287
– – 0.05% 120
2024
Q4 		$320K Buy
1,287
+15
+1% +$3.81K 0.07% 103
2024
Q3 		$227K Hold
1,272
– – 0.05% 110
2024
Q2 		$283K Hold
1,272
– – 0.07% 105
2024
Q1 		$337K Buy
+1,272
New +$229K 0.09% 93

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

Pettinga Financial Advisors's COIN Position: Q1 2026 in Review

Pettinga Financial Advisors sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,076 shares — an estimated $243K sold.

Pettinga Financial Advisors first reported a position in COIN in Q1 2024 and held it in 8 quarters. The position peaked at $463K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Pettinga Financial Advisors reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Pettinga Financial Advisors sold 1,076 Coinbase shares in Q1 2026, an estimated $243K.
  • Pettinga Financial Advisors first reported a position in Coinbase in Q1 2024 and held it in 8 quarters.
  • Pettinga Financial Advisors's Coinbase position peaked at $463K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Pettinga Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.