AFAS
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Acorn Financial Advisory Services’s Coinbase COIN Stock Holding History

Acorn Financial Advisory Services’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
Q4 		– Sell
-768
Closed -$259K – 218
2025
Q3 		$259K Hold
768
– – 0.04% 177
2025
Q2 		$269K Buy
+768
New +$180K 0.04% 167
2025
Q1 		– Sell
-913
Closed -$227K – 193
2024
Q4 		$227K Buy
+913
New +$232K 0.04% 187
2024
Q3 		– Sell
-1,064
Closed -$236K – 208
2024
Q2 		$236K Sell
1,064
-6
-0.6% -$1.38K 0.04% 183
2024
Q1 		$284K Buy
+1,070
New +$193K 0.05% 165
2023
Q2 		– Sell
-11,220
Closed -$758K – 246
2023
Q1 		$758K Buy
11,220
+392
+4% +$23.5K 0.15% 99
2022
Q4 		$383K Sell
10,828
-551
-5% -$29K 0.08% 144
2022
Q3 		$734K Buy
11,379
+218
+2% +$15.2K 0.18% 86
2022
Q2 		$525K Sell
11,161
-1,835
-14% -$175K 0.13% 112
2022
Q1 		$2.47M Buy
12,996
+1,222
+10% +$239K 0.49% 26
2021
Q4 		$2.97M Sell
11,774
-9,296
-44% -$2.7M 0.59% 22
2021
Q3 		$4.79M Buy
+21,070
New +$5.19M 1.48% 13

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Acorn Financial Advisory Services's COIN Position: Q4 2025 in Review

Acorn Financial Advisory Services sold out of Coinbase (COIN) in Q4 2025, closing a stake of 768 shares — an estimated $259K sold.

Acorn Financial Advisory Services first reported a position in COIN in Q3 2021 and held it in 12 quarters. The position peaked at $4.79M in Q3 2021. 1,265 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Acorn Financial Advisory Services reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 768 Coinbase shares in Q4 2025, an estimated $259K.
  • Acorn Financial Advisory Services first reported a position in Coinbase in Q3 2021 and held it in 12 quarters.
  • Acorn Financial Advisory Services's Coinbase position peaked at $4.79M in Q3 2021.
  • 1,265 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2025, filed 3 Feb 2026.