Founders Financial Alliance’s Coinbase COIN Stock Holding History

Founders Financial Alliance’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	-715	Closed	-$241K	–	627
2025 Q3	$241K	Buy	+715	New	+$242K	0.05%	336

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Founders Financial Alliance's COIN Position: Q4 2025 in Review

Founders Financial Alliance sold out of Coinbase (COIN) in Q4 2025, closing a stake of 715 shares — an estimated $241K sold.

Founders Financial Alliance first reported a position in COIN in Q3 2025 and held it in 1 quarter. The position peaked at $241K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Founders Financial Alliance reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Founders Financial Alliance sold 715 Coinbase shares in Q4 2025, an estimated $241K.
Founders Financial Alliance first reported a position in Coinbase in Q3 2025 and held it in 1 quarter.
Founders Financial Alliance's Coinbase position peaked at $241K in Q3 2025.
1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Founders Financial Alliance's 13F filing for Q4 2025, filed 12 Feb 2026.