FGC
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Financial Gravity Companies’s Coinbase COIN Stock Holding History

Financial Gravity Companies’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 		$34.3K Buy
+98
New +$22.9K 0.01% 358
2024
Q4 		$54.9K Buy
221
+178
+414% +$45.2K 0.01% 272
2024
Q3 		$7.66K Buy
+43
New +$8.61K ﹤0.01% 392

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Financial Gravity Companies's COIN Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Coinbase (COIN) in Q2 2025: 98 shares worth $34.3K. The stake represents 0.01% of the portfolio and ranks #358 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in COIN as recently as Q4 2024.

Financial Gravity Companies first reported a position in COIN in Q3 2024 and has held it in 3 quarters since. The position peaked at $54.9K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

  • Financial Gravity Companies held 98 shares of Coinbase worth $34.3K as of Q2 2025.
  • Coinbase was a new Financial Gravity Companies position in Q2 2025.
  • Coinbase made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #358 holding.
  • Financial Gravity Companies first reported a position in Coinbase in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Coinbase position peaked at $54.9K in Q4 2024.
  • 1,255 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.