Shepherd Financial Partners’s Coinbase COIN Stock Holding History

Shepherd Financial Partners’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	-2,468	Closed	-$558K	–	242
2025 Q4	$558K	Buy	+2,468	New	+$735K	0.05%	152

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

Shepherd Financial Partners's COIN Position: Q1 2026 in Review

Shepherd Financial Partners sold out of Coinbase (COIN) in Q1 2026, closing a stake of 2,468 shares — an estimated $558K sold.

Shepherd Financial Partners first reported a position in COIN in Q4 2025 and held it in 1 quarter. The position peaked at $558K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Shepherd Financial Partners reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
Shepherd Financial Partners sold 2,468 Coinbase shares in Q1 2026, an estimated $558K.
Shepherd Financial Partners first reported a position in Coinbase in Q4 2025 and held it in 1 quarter.
Shepherd Financial Partners's Coinbase position peaked at $558K in Q4 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

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