EFG Asset Management’s Coinbase COIN Stock Holding History

EFG Asset 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 Q2	–	Sell	-7,851	Closed	-$1.35M	–	170
2025 Q1	$1.35M	Buy	7,851 +1,809	+30%	+$438K	0.22%	161
2024 Q4	$1.5M	Buy	+6,042	New	+$1.53M	0.2%	170

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

EFG Asset Management's COIN Position: Q2 2025 in Review

EFG Asset Management sold out of Coinbase (COIN) in Q2 2025, closing a stake of 7,851 shares — an estimated $1.35M sold.

EFG Asset Management first reported a position in COIN in Q4 2024 and held it in 2 quarters. The position peaked at $1.5M in Q4 2024. 1,256 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

EFG Asset Management reported no remaining Coinbase position as of Q2 2025 after selling out during the quarter.
EFG Asset Management sold 7,851 Coinbase shares in Q2 2025, an estimated $1.35M.
EFG Asset Management first reported a position in Coinbase in Q4 2024 and held it in 2 quarters.
EFG Asset Management's Coinbase position peaked at $1.5M in Q4 2024.
1,256 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on EFG Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.