McClarren Financial Advisors’s Coinbase COIN Stock Holding History

McClarren Financial 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 Q2	–	Sell	-172	Closed	–	–	129
2025 Q1	$0	Buy	+172	New	+$41.6K	﹤0.01%	290

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

McClarren Financial Advisors's COIN Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Coinbase (COIN) in Q2 2025, closing a stake of 172 shares.

McClarren Financial Advisors first reported a position in COIN in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 1,256 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

McClarren Financial Advisors reported no remaining Coinbase position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 172 Coinbase shares in Q2 2025.
McClarren Financial Advisors first reported a position in Coinbase in Q1 2025 and held it in 1 quarter.
McClarren Financial Advisors's Coinbase position peaked at $0 in Q1 2025.
1,256 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.