VCA
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Verdence Capital Advisors’s Coinbase COIN Stock Holding History

Verdence Capital Advisors’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 		$655K Sell
3,751
-5,101
-58% -$1M 0.04% 375
2025
Q4 		$2M Sell
8,852
-674
-7% -$201K 0.12% 167
2025
Q3 		$3.44M Sell
9,526
-121
-1% -$41K 0.2% 122
2025
Q2 		$3.38M Sell
9,647
-78
-0.8% -$18.2K 0.23% 104
2025
Q1 		$1.67M Buy
9,725
+1,981
+26% +$480K 0.13% 175
2024
Q4 		$1.92M Buy
7,744
+604
+8% +$153K 0.15% 162
2024
Q3 		$1.27M Buy
7,140
+518
+8% +$104K 0.1% 226
2024
Q2 		$1.47M Buy
6,622
+590
+10% +$136K 0.13% 192
2024
Q1 		$1.6M Sell
6,032
-5
-0.1% -$900 0.15% 173
2023
Q4 		$1.05M Buy
6,037
+1,513
+33% +$165K 0.1% 215
2023
Q3 		$340K Buy
4,524
+1,517
+50% +$128K 0.04% 401
2023
Q2 		$215K Buy
+3,007
New +$179K 0.03% 502
2022
Q2 		– Sell
-1,183
Closed -$225K – 513
2022
Q1 		$225K Buy
+1,183
New +$231K 0.03% 476
2021
Q3 		– Sell
-827
Closed -$209K – 499
2021
Q2 		$209K Buy
+827
New +$215K 0.03% 452

Other funds holding COIN

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 56.26% 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

Verdence Capital Advisors's COIN Position: Q1 2026 in Review

Verdence Capital Advisors reduced its Coinbase (COIN) stake by 58% in Q1 2026, selling an estimated $1M and leaving 3,751 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #375.

Verdence Capital Advisors first reported a position in COIN in Q2 2021 and has held it in 14 quarters since. The position peaked at $3.44M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Verdence Capital Advisors held 3,751 shares of Coinbase worth $655K as of Q1 2026.
  • Verdence Capital Advisors sold 5,101 Coinbase shares in Q1 2026, an estimated $1M.
  • Coinbase made up 0.04% of Verdence Capital Advisors's portfolio in Q1 2026, its #375 holding.
  • Verdence Capital Advisors first reported a position in Coinbase in Q2 2021 and has held it in 14 quarters since.
  • Verdence Capital Advisors's Coinbase position peaked at $3.44M in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.