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Bellwether Advisors’s Coinbase COIN Stock Holding History

Bellwether Advisors’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 		– Sell
-1
Closed -$350 – 219
2025
Q2 		$350 Sell
1
-51
-98% -$11.9K ﹤0.01% 555
2025
Q1 		$8.96K Sell
52
-7,126
-99% -$1.73M ﹤0.01% 331
2024
Q4 		$1.78M Buy
+7,178
New +$1.82M 0.32% 48
2023
Q2 		– Sell
-10
Closed -$675 – 153
2023
Q1 		$675 Hold
10
– – ﹤0.01% 380
2022
Q4 		$353 Hold
10
– – ﹤0.01% 407
2022
Q3 		$0 Hold
10
– – ﹤0.01% 475
2022
Q2 		$0 Hold
10
– – ﹤0.01% 430
2022
Q1 		$1K Hold
10
– – ﹤0.01% 492
2021
Q4 		$2K Hold
10
– – ﹤0.01% 495
2021
Q3 		$2K Buy
+10
New +$2.46K ﹤0.01% 461

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

Bellwether Advisors's COIN Position: Q3 2025 in Review

Bellwether Advisors sold out of Coinbase (COIN) in Q3 2025, closing a stake of 1 share — an estimated $350 sold.

Bellwether Advisors first reported a position in COIN in Q3 2021 and held it in 10 quarters. The position peaked at $1.78M in Q4 2024. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Bellwether Advisors reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1 Coinbase share in Q3 2025, an estimated $350.
  • Bellwether Advisors first reported a position in Coinbase in Q3 2021 and held it in 10 quarters.
  • Bellwether Advisors's Coinbase position peaked at $1.78M in Q4 2024.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.