Toth Financial Advisory’s Coinbase COIN Stock Holding History

Toth Financial Advisory’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	-5	Closed	-$1.13K	–	950
2025 Q4	$1.13K	Buy	+5	New	+$1.49K	﹤0.01%	774
2022 Q2	–	Sell	-100	Closed	-$19K	–	708
2022 Q1	$19K	Buy	+100	New	+$19.5K	﹤0.01%	391

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

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Toth Financial Advisory's COIN Position: Q1 2026 in Review

Toth Financial Advisory sold out of Coinbase (COIN) in Q1 2026, closing a stake of 5 shares — an estimated $1.13K sold.

Toth Financial Advisory first reported a position in COIN in Q1 2022 and held it in 2 quarters. The position peaked at $19K in Q1 2022. 1,180 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Toth Financial Advisory reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 5 Coinbase shares in Q1 2026, an estimated $1.13K.
Toth Financial Advisory first reported a position in Coinbase in Q1 2022 and held it in 2 quarters.
Toth Financial Advisory's Coinbase position peaked at $19K in Q1 2022.
1,180 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.