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Bordeaux Wealth Advisors’s Coinbase COIN Stock Holding History

Bordeaux 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
Q2 		$512K Buy
1,461
+74
+5% +$17.3K 0.07% 87
2025
Q1 		$239K Buy
+1,387
New +$336K 0.04% 138

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Bordeaux Wealth Advisors's COIN Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Coinbase (COIN) stake by 5.3% in Q2 2025, buying an estimated $17.3K and bringing the position to 1,461 shares worth $512K. The position accounts for 0.07% of the portfolio, ranked #87.

Bordeaux Wealth Advisors first reported a position in COIN in Q1 2025 and has held it in 2 quarters since. 1,256 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

  • Bordeaux Wealth Advisors held 1,461 shares of Coinbase worth $512K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 74 Coinbase shares in Q2 2025, an estimated $17.3K.
  • Coinbase made up 0.07% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #87 holding.
  • Bordeaux Wealth Advisors first reported a position in Coinbase in Q1 2025 and has held it in 2 quarters since.
  • 1,256 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.