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Bernard Wealth Management’s Coinbase COIN Stock Holding History

Bernard 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 		– Sell
-225
Closed -$78.9K – 343
2025
Q2 		$78.9K Hold
225
– – 0.04% 104
2025
Q1 		$38.8K Hold
225
– – 0.02% 139
2024
Q4 		$55.9K Buy
+225
New +$57.1K 0.03% 115

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

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

Bernard Wealth Management sold out of Coinbase (COIN) in Q3 2025, closing a stake of 225 shares — an estimated $78.9K sold.

Bernard Wealth Management first reported a position in COIN in Q4 2024 and held it in 3 quarters. The position peaked at $78.9K in Q2 2025. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Bernard Wealth Management reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 225 Coinbase shares in Q3 2025, an estimated $78.9K.
  • Bernard Wealth Management first reported a position in Coinbase in Q4 2024 and held it in 3 quarters.
  • Bernard Wealth Management's Coinbase position peaked at $78.9K in Q2 2025.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Bernard Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.