West Family Investments’s Coinbase COIN Stock Holding History

West Family Investments’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	-1,029	Closed	-$233K	–	279
2025 Q4	$233K	Hold	1,029	–	–	0.05%	309
2025 Q3	$347K	Buy	1,029 +33	+3%	+$11.2K	0.08%	255
2025 Q2	$349K	Buy	+996	New	+$233K	0.09%	230

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

West Family Investments's COIN Position: Q1 2026 in Review

West Family Investments sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,029 shares — an estimated $233K sold.

West Family Investments first reported a position in COIN in Q2 2025 and held it in 3 quarters. The position peaked at $349K in Q2 2025. 1,180 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

West Family Investments reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
West Family Investments sold 1,029 Coinbase shares in Q1 2026, an estimated $233K.
West Family Investments first reported a position in Coinbase in Q2 2025 and held it in 3 quarters.
West Family Investments's Coinbase position peaked at $349K in Q2 2025.
1,180 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.