KA
COIN icon

Kovack Advisors’s Coinbase COIN Stock Holding History

Kovack Advisors’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
-3,796
Closed -$1.33M – 623
2025
Q2 		$1.33M Buy
+3,796
New +$887K 0.13% 156
2025
Q1 		– Sell
-2,681
Closed -$666K – 590
2024
Q4 		$666K Buy
+2,681
New +$681K 0.07% 247
2024
Q1 		– Sell
-2,494
Closed -$434K – 498
2023
Q4 		$434K Buy
+2,494
New +$272K 0.05% 333
2023
Q2 		– Sell
-4,335
Closed -$293K – 593
2023
Q1 		$293K Buy
+4,335
New +$260K 0.04% 416
2022
Q4 		– Sell
-3,163
Closed -$204K – 589
2022
Q3 		$204K Buy
+3,163
New +$221K 0.03% 518
2022
Q2 		– Sell
-1,845
Closed -$350K – 630
2022
Q1 		$350K Sell
1,845
-662
-26% -$129K 0.04% 481
2021
Q4 		$633K Buy
2,507
+1,306
+109% +$380K 0.06% 334
2021
Q3 		$273K Sell
1,201
-93
-7% -$22.9K 0.03% 561
2021
Q2 		$328K Buy
+1,294
New +$336K 0.04% 477

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

Kovack Advisors's COIN Position: Q3 2025 in Review

Kovack Advisors sold out of Coinbase (COIN) in Q3 2025, closing a stake of 3,796 shares — an estimated $1.33M sold.

Kovack Advisors first reported a position in COIN in Q2 2021 and held it in 9 quarters. The position peaked at $1.33M in Q2 2025. 1,327 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Kovack Advisors reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • Kovack Advisors sold 3,796 Coinbase shares in Q3 2025, an estimated $1.33M.
  • Kovack Advisors first reported a position in Coinbase in Q2 2021 and held it in 9 quarters.
  • Kovack Advisors's Coinbase position peaked at $1.33M in Q2 2025.
  • 1,327 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Kovack Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.