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Global Financial Private Client’s Coinbase COIN Stock Holding History

Global Financial Private Client’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 		– Sell
-13
Closed -$2.24K – 500
2025
Q1 		$2.24K Buy
13
+11
+550% +$2.66K ﹤0.01% 839
2024
Q4 		$497 Buy
+2
New +$508 ﹤0.01% 942
2022
Q4 		– Sell
-691
Closed -$45.6K – 685
2022
Q3 		$45.6K Sell
691
-542
-44% -$37.8K 0.03% 275
2022
Q2 		$60.5K Buy
1,233
+698
+130% +$66.4K 0.03% 246
2022
Q1 		$100K Buy
+535
New +$105K 0.05% 194

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

Global Financial Private Client's COIN Position: Q2 2025 in Review

Global Financial Private Client sold out of Coinbase (COIN) in Q2 2025, closing a stake of 13 shares — an estimated $2.24K sold.

Global Financial Private Client first reported a position in COIN in Q1 2022 and held it in 5 quarters. The position peaked at $100K in Q1 2022. 1,255 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

  • Global Financial Private Client reported no remaining Coinbase position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 13 Coinbase shares in Q2 2025, an estimated $2.24K.
  • Global Financial Private Client first reported a position in Coinbase in Q1 2022 and held it in 5 quarters.
  • Global Financial Private Client's Coinbase position peaked at $100K in Q1 2022.
  • 1,255 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.