EW
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Evoke Wealth’s Coinbase COIN Stock Holding History

Evoke Wealth’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
-764
Closed -$258K – 693
2025
Q3 		$258K Buy
764
+154
+25% +$52.2K 0.01% 539
2025
Q2 		$214K Buy
+610
New +$143K ﹤0.01% 550
2022
Q4 		– Sell
-200
Closed -$13K – 520
2022
Q3 		$13K Sell
200
-166
-45% -$11.6K ﹤0.01% 704
2022
Q2 		$17K Hold
366
– – ﹤0.01% 678
2022
Q1 		$69K Hold
366
– – ﹤0.01% 475
2021
Q4 		$92K Sell
366
-17
-4% -$4.94K ﹤0.01% 460
2021
Q3 		$87K Sell
383
-280
-42% -$68.9K ﹤0.01% 446
2021
Q2 		$168K Buy
+663
New +$172K 0.01% 378

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evoke Wealth's COIN Position: Q4 2025 in Review

Evoke Wealth sold out of Coinbase (COIN) in Q4 2025, closing a stake of 764 shares — an estimated $258K sold.

Evoke Wealth first reported a position in COIN in Q2 2021 and held it in 8 quarters. The position peaked at $258K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Evoke Wealth reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Evoke Wealth sold 764 Coinbase shares in Q4 2025, an estimated $258K.
  • Evoke Wealth first reported a position in Coinbase in Q2 2021 and held it in 8 quarters.
  • Evoke Wealth's Coinbase position peaked at $258K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.