Frisch Financial Group’s Coinbase COIN Stock Holding History

Frisch Financial Group’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	-619	Closed	-$209K	–	166
2025 Q3	$209K	Hold	619	–	–	0.05%	145
2025 Q2	$217K	Buy	+619	New	+$145K	0.05%	137

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

Frisch Financial Group's COIN Position: Q4 2025 in Review

Frisch Financial Group sold out of Coinbase (COIN) in Q4 2025, closing a stake of 619 shares — an estimated $209K sold.

Frisch Financial Group first reported a position in COIN in Q2 2025 and held it in 2 quarters. The position peaked at $217K in Q2 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Frisch Financial Group reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Frisch Financial Group sold 619 Coinbase shares in Q4 2025, an estimated $209K.
Frisch Financial Group first reported a position in Coinbase in Q2 2025 and held it in 2 quarters.
Frisch Financial Group's Coinbase position peaked at $217K in Q2 2025.
1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Frisch Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.