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Abich Financial Wealth Management’s Coinbase COIN Stock Holding History

Abich Financial Wealth 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
2025
Q3 		$498K Buy
+1,476
New +$500K 0.18% 33
2024
Q3 		$35.3K Sell
198
-16
-7% -$3.21K 0.08% 115
2024
Q2 		$47.6K Buy
214
+181
+548% +$41.6K 0.03% 169
2024
Q1 		$8.75K Buy
33
+30
+1,000% +$5.4K 0.01% 226
2023
Q4 		$522 Buy
+3
New +$328 ﹤0.01% 398

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Abich Financial Wealth Management's COIN Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Coinbase (COIN) in Q3 2025: 1,476 shares worth $498K. The stake represents 0.18% of the portfolio and ranks #33 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in COIN as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in COIN in Q4 2023 and has held it in 5 quarters since. 1,328 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Abich Financial Wealth Management held 1,476 shares of Coinbase worth $498K as of Q3 2025.
  • Coinbase was a new Abich Financial Wealth Management position in Q3 2025.
  • Coinbase made up 0.18% of Abich Financial Wealth Management's portfolio in Q3 2025, its #33 holding.
  • Abich Financial Wealth Management first reported a position in Coinbase in Q4 2023 and has held it in 5 quarters since.
  • 1,328 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.