PF
COIN icon

Phoenix Financial’s Coinbase COIN Stock Holding History

Phoenix 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 		$472K Sell
2,704
-5,271
-66% -$1.04M ﹤0.01% 318
2025
Q4 		$1.8M Buy
7,975
+931
+13% +$277K 0.02% 187
2025
Q3 		$2.38M Buy
7,044
+923
+15% +$313K 0.03% 170
2025
Q2 		$2.14M Buy
6,121
+4,589
+300% +$1.07M 0.03% 176
2025
Q1 		$265K Sell
1,532
-2,874
-65% -$696K ﹤0.01% 314
2024
Q4 		$1.09M Buy
4,406
+2,996
+212% +$761K 0.01% 213
2024
Q3 		$252K Buy
1,410
+512
+57% +$103K ﹤0.01% 314
2024
Q2 		$201K Sell
898
-396
-31% -$91.1K ﹤0.01% 325
2024
Q1 		$342K Buy
+1,294
New +$233K ﹤0.01% 311
2022
Q4 		– Sell
-7,225
Closed -$463K – 297
2022
Q3 		$463K Sell
7,225
-659
-8% -$46K 0.01% 250
2022
Q2 		$378K Buy
7,884
+1,181
+18% +$112K 0.01% 294
2022
Q1 		$1.29M Sell
6,703
-390
-5% -$76.2K 0.02% 238
2021
Q4 		$1.79M Sell
7,093
-792
-10% -$230K 0.03% 208
2021
Q3 		$1.79M Buy
+7,885
New +$1.94M 0.03% 221

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 56.25% 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

Phoenix Financial's COIN Position: Q1 2026 in Review

Phoenix Financial reduced its Coinbase (COIN) stake by 66% in Q1 2026, selling an estimated $1.04M and leaving 2,704 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Phoenix Financial first reported a position in COIN in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.38M in Q3 2025. 1,176 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Phoenix Financial held 2,704 shares of Coinbase worth $472K as of Q1 2026.
  • Phoenix Financial sold 5,271 Coinbase shares in Q1 2026, an estimated $1.04M.
  • Coinbase made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #318 holding.
  • Phoenix Financial first reported a position in Coinbase in Q3 2021 and has held it in 14 quarters since.
  • Phoenix Financial's Coinbase position peaked at $2.38M in Q3 2025.
  • 1,176 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.