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Dakota Wealth Management’s Coinbase COIN Stock Holding History

Dakota 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
Q4 		– Sell
-1,684
Closed -$568K – 786
2025
Q3 		$568K Buy
+1,684
New +$571K 0.01% 457
2025
Q1 		– Sell
-2,050
Closed -$509K – 760
2024
Q4 		$509K Buy
+2,050
New +$520K 0.01% 501
2024
Q3 		– Sell
-6,032
Closed -$1.34M – 739
2024
Q2 		$1.34M Buy
+6,032
New +$1.39M 0.03% 316
2022
Q2 		– Sell
-1,628
Closed -$309K – 517
2022
Q1 		$309K Buy
+1,628
New +$318K 0.03% 360

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

Dakota Wealth Management's COIN Position: Q4 2025 in Review

Dakota Wealth Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 1,684 shares — an estimated $568K sold.

Dakota Wealth Management first reported a position in COIN in Q1 2022 and held it in 4 quarters. The position peaked at $1.34M in Q2 2024. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Dakota Wealth Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 1,684 Coinbase shares in Q4 2025, an estimated $568K.
  • Dakota Wealth Management first reported a position in Coinbase in Q1 2022 and held it in 4 quarters.
  • Dakota Wealth Management's Coinbase position peaked at $1.34M in Q2 2024.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Dakota Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.