Level Four Advisory Services’s Coinbase COIN Stock Holding History

Level Four Advisory Services’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
2026 Q1	–	Sell	-988	Closed	-$223K	–	875
2025 Q4	$223K	Sell	988 -390	-28%	-$116K	0.01%	772
2025 Q3	$465K	Sell	1,378 -4,720	-77%	-$1.6M	0.02%	575
2025 Q2	$2.14M	Buy	+6,098	New	+$1.43M	0.08%	252
2025 Q1	–	Sell	-2,686	Closed	-$667K	–	761
2024 Q4	$667K	Sell	2,686 -69	-3%	-$17.5K	0.03%	437
2024 Q3	$494K	Sell	2,755 -1,902	-41%	-$381K	0.02%	513
2024 Q2	$1.03M	Buy	4,657 +2,463	+112%	+$567K	0.05%	325
2024 Q1	$382K	Hold	2,194	–	–	0.02%	542
2023 Q4	$382K	Buy	+2,194	New	+$240K	0.02%	542
2021 Q3	–	Sell	-1,988	Closed	-$504K	–	496
2021 Q2	$504K	Buy	+1,988	New	+$516K	0.03%	395

Other funds holding COIN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Level Four Advisory Services's COIN Position: Q1 2026 in Review

Level Four Advisory Services sold out of Coinbase (COIN) in Q1 2026, closing a stake of 988 shares — an estimated $223K sold.

Level Four Advisory Services first reported a position in COIN in Q2 2021 and held it in 9 quarters. The position peaked at $2.14M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

Level Four Advisory Services reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
Level Four Advisory Services sold 988 Coinbase shares in Q1 2026, an estimated $223K.
Level Four Advisory Services first reported a position in Coinbase in Q2 2021 and held it in 9 quarters.
Level Four Advisory Services's Coinbase position peaked at $2.14M in Q2 2025.
1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.