AWM
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AllSquare Wealth Management’s Coinbase COIN Stock Holding History

AllSquare 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 		$10.1K Buy
30
+10
+50% +$3.39K 0.01% 387
2025
Q2 		$7.01K Buy
+20
New +$4.68K ﹤0.01% 406

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State Street
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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 $154B AUM 29.96% 1-Year Est. Return

AllSquare Wealth Management's COIN Position: Q3 2025 in Review

AllSquare Wealth Management increased its Coinbase (COIN) stake by 50% in Q3 2025, buying an estimated $3.39K and bringing the position to 30 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #387.

AllSquare Wealth Management first reported a position in COIN in Q2 2025 and has held it in 2 quarters since. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • AllSquare Wealth Management held 30 shares of Coinbase worth $10.1K as of Q3 2025.
  • AllSquare Wealth Management bought 10 Coinbase shares in Q3 2025, an estimated $3.39K.
  • Coinbase made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #387 holding.
  • AllSquare Wealth Management first reported a position in Coinbase in Q2 2025 and has held it in 2 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.