WFC
COIN icon

Western Financial Corp’s Coinbase COIN Stock Holding History

Western Financial Corp’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
-1,085
Closed -$245K – 133
2025
Q4 		$245K Sell
1,085
-5,299
-83% -$1.58M 0.1% 107
2025
Q3 		$2.15M Buy
+6,384
New +$2.16M 0.94% 25
2025
Q1 		– Sell
-1,847
Closed -$459K – 126
2024
Q4 		$459K Buy
+1,847
New +$469K 0.25% 93
2024
Q3 		– Sell
-5,032
Closed -$1.12M – 122
2024
Q2 		$1.12M Sell
5,032
-112
-2% -$25.8K 0.68% 35
2024
Q1 		$1.36M Buy
+5,144
New +$926K 0.84% 23

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

Western Financial Corp's COIN Position: Q1 2026 in Review

Western Financial Corp sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,085 shares — an estimated $245K sold.

Western Financial Corp first reported a position in COIN in Q1 2024 and held it in 5 quarters. The position peaked at $2.15M in Q3 2025. 1,173 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Western Financial Corp reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Western Financial Corp sold 1,085 Coinbase shares in Q1 2026, an estimated $245K.
  • Western Financial Corp first reported a position in Coinbase in Q1 2024 and held it in 5 quarters.
  • Western Financial Corp's Coinbase position peaked at $2.15M in Q3 2025.
  • 1,173 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

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