TFC Financial Management’s Coinbase COIN Stock Holding History

TFC Financial 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	$2.79K	Sell	16 -13	-45%	-$2.56K	﹤0.01%	506
2025 Q4	$6.56K	Buy	29 +9	+45%	+$2.68K	﹤0.01%	424
2025 Q3	$6.75K	Buy	20 +12	+150%	+$4.07K	﹤0.01%	431
2025 Q2	$2.8K	Buy	8 +1	+14%	+$234	﹤0.01%	471
2025 Q1	$1.21K	Hold	7	–	–	﹤0.01%	544
2024 Q4	$1.74K	Sell	7 -19	-73%	-$4.82K	﹤0.01%	518
2024 Q3	$4.63K	Buy	26 +3	+13%	+$601	﹤0.01%	424
2024 Q2	$5.11K	Sell	23 -1	-4%	-$230	﹤0.01%	386
2024 Q1	$6.36K	Buy	24 +1	+4%	+$180	﹤0.01%	367
2023 Q4	$4K	Hold	23	–	–	﹤0.01%	397
2023 Q3	$1.73K	Hold	23	–	–	﹤0.01%	476
2023 Q2	$1.65K	Hold	23	–	–	﹤0.01%	465
2023 Q1	$1.55K	Hold	23	–	–	﹤0.01%	481
2022 Q4	$814	Hold	23	–	–	﹤0.01%	479
2022 Q3	$1K	Sell	23 -25	-52%	-$1.75K	﹤0.01%	454
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	393
2022 Q1	$9K	Buy	48 +3	+7%	+$586	﹤0.01%	315
2021 Q4	$11K	Hold	45	–	–	﹤0.01%	327
2021 Q3	$10K	Buy	45 +25	+125%	+$6.15K	﹤0.01%	332
2021 Q2	$5K	Buy	+20	New	+$5.19K	﹤0.01%	367

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

TFC Financial Management's COIN Position: Q1 2026 in Review

TFC Financial Management reduced its Coinbase (COIN) stake by 45% in Q1 2026, selling an estimated $2.56K and leaving 16 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

TFC Financial Management first reported a position in COIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $11K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

TFC Financial Management held 16 shares of Coinbase worth $2.79K as of Q1 2026.
TFC Financial Management sold 13 Coinbase shares in Q1 2026, an estimated $2.56K.
Coinbase made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #506 holding.
TFC Financial Management first reported a position in Coinbase in Q2 2021 and has held it in 20 quarters since.
TFC Financial Management's Coinbase position peaked at $11K in Q4 2021.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.