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 Q2	$1.46K	Sell	10 -6	-38%	-$1.08K	﹤0.01%	610
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

TFC Financial Management's COIN Position: Q2 2026 in Review

TFC Financial Management reduced its Coinbase (COIN) stake by 38% in Q2 2026, selling an estimated $1.08K and leaving 10 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

TFC Financial Management first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $11K in Q4 2021. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

TFC Financial Management held 10 shares of Coinbase worth $1.46K as of Q2 2026.
TFC Financial Management sold 6 Coinbase shares in Q2 2026, an estimated $1.08K.
Coinbase made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #610 holding.
TFC Financial Management first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
TFC Financial Management's Coinbase position peaked at $11K in Q4 2021.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.