BFWA
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Benchmark Financial Wealth Advisors’s Coinbase COIN Stock Holding History

Benchmark Financial Wealth 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
Q4 		– Sell
-619
Closed -$209K – 127
2025
Q3 		$209K Buy
619
+19
+3% +$6.44K 0.06% 118
2025
Q2 		$210K Buy
+600
New +$140K 0.07% 111
2025
Q1 		– Sell
-898
Closed -$223K – 101
2024
Q4 		$223K Buy
+898
New +$228K 0.07% 92

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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Benchmark Financial Wealth Advisors's COIN Position: Q4 2025 in Review

Benchmark Financial Wealth Advisors sold out of Coinbase (COIN) in Q4 2025, closing a stake of 619 shares — an estimated $209K sold.

Benchmark Financial Wealth Advisors first reported a position in COIN in Q4 2024 and held it in 3 quarters. The position peaked at $223K in Q4 2024. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Benchmark Financial Wealth Advisors reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 619 Coinbase shares in Q4 2025, an estimated $209K.
  • Benchmark Financial Wealth Advisors first reported a position in Coinbase in Q4 2024 and held it in 3 quarters.
  • Benchmark Financial Wealth Advisors's Coinbase position peaked at $223K in Q4 2024.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.