Econ Financial Services’s Coinbase COIN Stock Holding History

Econ Financial Services’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 Q2	–	Sell	-1,277	Closed	-$220K	–	85
2025 Q1	$220K	Buy	+1,277	New	+$309K	0.12%	77

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Econ Financial Services's COIN Position: Q2 2025 in Review

Econ Financial Services sold out of Coinbase (COIN) in Q2 2025, closing a stake of 1,277 shares — an estimated $220K sold.

Econ Financial Services first reported a position in COIN in Q1 2025 and held it in 1 quarter. The position peaked at $220K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

Econ Financial Services reported no remaining Coinbase position as of Q2 2025 after selling out during the quarter.
Econ Financial Services sold 1,277 Coinbase shares in Q2 2025, an estimated $220K.
Econ Financial Services first reported a position in Coinbase in Q1 2025 and held it in 1 quarter.
Econ Financial Services's Coinbase position peaked at $220K in Q1 2025.
1,256 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Econ Financial Services's 13F filing for Q2 2025, filed 4 Aug 2025.