BFG
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Bleakley Financial Group’s Coinbase COIN Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-3,414
Closed -$848K – 602
2024
Q4 		$848K Sell
3,414
-79
-2% -$20.1K 0.03% 462
2024
Q3 		$622K Sell
3,493
-264
-7% -$52.9K 0.02% 533
2024
Q2 		$835K Buy
3,757
+387
+11% +$89K 0.02% 459
2024
Q1 		$893K Sell
3,370
-26
-0.8% -$4.68K 0.03% 455
2023
Q4 		$591K Sell
3,396
-317
-9% -$34.6K 0.02% 542
2023
Q3 		$279K Sell
3,713
-119
-3% -$10K 0.01% 707
2023
Q2 		$274K Buy
3,832
+291
+8% +$17.4K 0.01% 749
2023
Q1 		$239K Buy
+3,541
New +$212K 0.01% 768

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
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Bleakley Financial Group's COIN Position: Q1 2025 in Review

Bleakley Financial Group sold out of Coinbase (COIN) in Q1 2025, closing a stake of 3,414 shares — an estimated $848K sold.

Bleakley Financial Group first reported a position in COIN in Q1 2023 and held it in 8 quarters. The position peaked at $893K in Q1 2024. 996 funds tracked by Wall St. Rank hold COIN as of Q1 2025.

  • Bleakley Financial Group reported no remaining Coinbase position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 3,414 Coinbase shares in Q1 2025, an estimated $848K.
  • Bleakley Financial Group first reported a position in Coinbase in Q1 2023 and held it in 8 quarters.
  • Bleakley Financial Group's Coinbase position peaked at $893K in Q1 2024.
  • 996 funds tracked by Wall St. Rank held Coinbase as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.