Joule Financial’s Coinbase COIN Stock Holding History

Joule Financial’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	-3,518	Closed	-$1.19M	–	112
2025 Q3	$1.19M	Buy	3,518 +5	+0.1%	+$1.7K	0.36%	33
2025 Q2	$1.23M	Buy	+3,513	New	+$821K	0.4%	32

Other funds holding COIN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Joule Financial's COIN Position: Q4 2025 in Review

Joule Financial sold out of Coinbase (COIN) in Q4 2025, closing a stake of 3,518 shares — an estimated $1.19M sold.

Joule Financial first reported a position in COIN in Q2 2025 and held it in 2 quarters. The position peaked at $1.23M in Q2 2025. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Joule Financial reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Joule Financial sold 3,518 Coinbase shares in Q4 2025, an estimated $1.19M.
Joule Financial first reported a position in Coinbase in Q2 2025 and held it in 2 quarters.
Joule Financial's Coinbase position peaked at $1.23M in Q2 2025.
1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Joule Financial's 13F filing for Q4 2025, filed 20 Jan 2026.