NWF Advisory Services’s Coinbase COIN Stock Holding History

NWF 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
2025 Q4	–	Sell	-600	Closed	-$202K	–	419
2025 Q3	$202K	Buy	600 +20	+3%	+$6.78K	0.02%	376
2025 Q2	$203K	Buy	+580	New	+$136K	0.02%	379

Other funds holding COIN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NWF Advisory Services's COIN Position: Q4 2025 in Review

NWF Advisory Services sold out of Coinbase (COIN) in Q4 2025, closing a stake of 600 shares — an estimated $202K sold.

NWF Advisory Services first reported a position in COIN in Q2 2025 and held it in 2 quarters. The position peaked at $203K in Q2 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

NWF Advisory Services reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
NWF Advisory Services sold 600 Coinbase shares in Q4 2025, an estimated $202K.
NWF Advisory Services first reported a position in Coinbase in Q2 2025 and held it in 2 quarters.
NWF Advisory Services's Coinbase position peaked at $203K in Q2 2025.
1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on NWF Advisory Services's 13F filing for Q4 2025, filed 3 Mar 2026.