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Capital Performance Advisors’s Coinbase COIN Stock Holding History

Capital Performance 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
-766
Closed -$259K – 453
2025
Q3 		$259K Buy
766
+91
+13% +$30.9K 0.04% 250
2025
Q2 		$236K Buy
+675
New +$158K 0.05% 209
2024
Q4 		– Sell
-651
Closed -$116K – 701
2024
Q3 		$116K Buy
+651
New +$130K 0.04% 175

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

Capital Performance Advisors's COIN Position: Q4 2025 in Review

Capital Performance Advisors sold out of Coinbase (COIN) in Q4 2025, closing a stake of 766 shares — an estimated $259K sold.

Capital Performance Advisors first reported a position in COIN in Q3 2024 and held it in 3 quarters. The position peaked at $259K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Capital Performance Advisors reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 766 Coinbase shares in Q4 2025, an estimated $259K.
  • Capital Performance Advisors first reported a position in Coinbase in Q3 2024 and held it in 3 quarters.
  • Capital Performance Advisors's Coinbase position peaked at $259K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.