Dynamic Advisor Solutions’s Coinbase COIN Stock Holding History

Dynamic Advisor Solutions’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	-2,015	Closed	-$680K	–	944
2025 Q3	$680K	Buy	2,015 +1,016	+102%	+$344K	0.02%	551
2025 Q2	$350K	Buy	+999	New	+$234K	0.01%	695
2025 Q1	–	Sell	-858	Closed	-$213K	–	858
2024 Q4	$213K	Buy	+858	New	+$218K	0.01%	609
2024 Q3	–	Sell	-942	Closed	-$209K	–	939
2024 Q2	$209K	Buy	942 +4	+0.4%	+$920	0.01%	868
2024 Q1	$249K	Buy	+938	New	+$169K	0.01%	805
2022 Q4	–	Sell	-4,945	Closed	-$319K	–	729
2022 Q3	$319K	Sell	4,945 -572	-10%	-$39.9K	0.02%	508
2022 Q2	$259K	Buy	+5,517	New	+$525K	0.02%	575
2022 Q1	–	Sell	-5,969	Closed	-$1.51M	–	732
2021 Q4	$1.51M	Sell	5,969 -385	-6%	-$112K	0.11%	205
2021 Q3	$1.45M	Buy	6,354 +2,311	+57%	+$569K	0.11%	212
2021 Q2	$1.02M	Buy	+4,043	New	+$1.05M	0.08%	274

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

Dynamic Advisor Solutions's COIN Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Coinbase (COIN) in Q4 2025, closing a stake of 2,015 shares — an estimated $680K sold.

Dynamic Advisor Solutions first reported a position in COIN in Q2 2021 and held it in 10 quarters. The position peaked at $1.51M in Q4 2021. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Dynamic Advisor Solutions reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Dynamic Advisor Solutions sold 2,015 Coinbase shares in Q4 2025, an estimated $680K.
Dynamic Advisor Solutions first reported a position in Coinbase in Q2 2021 and held it in 10 quarters.
Dynamic Advisor Solutions's Coinbase position peaked at $1.51M in Q4 2021.
1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.