Daymark Wealth Partners’s Coinbase COIN Stock Holding History

Daymark Wealth Partners’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	-878	Closed	-$296K	–	610
2025 Q3	$296K	Buy	878 +150	+21%	+$50.9K	0.01%	481
2025 Q2	$255K	Buy	+728	New	+$170K	0.01%	478

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daymark Wealth Partners's COIN Position: Q4 2025 in Review

Daymark Wealth Partners sold out of Coinbase (COIN) in Q4 2025, closing a stake of 878 shares — an estimated $296K sold.

Daymark Wealth Partners first reported a position in COIN in Q2 2025 and held it in 2 quarters. The position peaked at $296K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Daymark Wealth Partners reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Daymark Wealth Partners sold 878 Coinbase shares in Q4 2025, an estimated $296K.
Daymark Wealth Partners first reported a position in Coinbase in Q2 2025 and held it in 2 quarters.
Daymark Wealth Partners's Coinbase position peaked at $296K in Q3 2025.
1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Daymark Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.