FHC
COIN icon

First Heartland Consultants’s Coinbase COIN Stock Holding History

First Heartland Consultants’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
Q3 		– Sell
-635
Closed -$223K – 525
2025
Q2 		$223K Buy
+635
New +$148K 0.02% 449
2025
Q1 		– Sell
-939
Closed -$233K – 445
2024
Q4 		$233K Buy
+939
New +$238K 0.02% 401
2024
Q2 		– Sell
-845
Closed -$224K – 449
2024
Q1 		$224K Buy
+845
New +$152K 0.02% 386

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

First Heartland Consultants's COIN Position: Q3 2025 in Review

First Heartland Consultants sold out of Coinbase (COIN) in Q3 2025, closing a stake of 635 shares — an estimated $223K sold.

First Heartland Consultants first reported a position in COIN in Q1 2024 and held it in 3 quarters. The position peaked at $233K in Q4 2024. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • First Heartland Consultants reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • First Heartland Consultants sold 635 Coinbase shares in Q3 2025, an estimated $223K.
  • First Heartland Consultants first reported a position in Coinbase in Q1 2024 and held it in 3 quarters.
  • First Heartland Consultants's Coinbase position peaked at $233K in Q4 2024.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on First Heartland Consultants's 13F filing for Q3 2025, filed 10 Nov 2025.