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Copperleaf Capital’s Coinbase COIN Stock Holding History

Copperleaf Capital’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 		$536K Buy
+1,588
New +$538K 0.26% 79

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

Copperleaf Capital's COIN Position: Q3 2025 in Review

Copperleaf Capital opened a new position in Coinbase (COIN) in Q3 2025: 1,588 shares worth $536K. The stake represents 0.26% of the portfolio and ranks #79 among its holdings.

1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Copperleaf Capital held 1,588 shares of Coinbase worth $536K as of Q3 2025.
  • Coinbase was a new Copperleaf Capital position in Q3 2025.
  • Coinbase made up 0.26% of Copperleaf Capital's portfolio in Q3 2025, its #79 holding.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.