Oxford Financial Group’s Coinbase COIN Stock Holding History

Oxford Financial Group’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	-898	Closed	-$303K	–	293
2025 Q3	$303K	Buy	+898	New	+$304K	0.02%	186
2022 Q2	–	Sell	-1,061	Closed	-$201K	–	272
2022 Q1	$201K	Buy	+1,061	New	+$207K	0.03%	185

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

Oxford Financial Group's COIN Position: Q4 2025 in Review

Oxford Financial Group sold out of Coinbase (COIN) in Q4 2025, closing a stake of 898 shares — an estimated $303K sold.

Oxford Financial Group first reported a position in COIN in Q1 2022 and held it in 2 quarters. The position peaked at $303K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Oxford Financial Group reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Oxford Financial Group sold 898 Coinbase shares in Q4 2025, an estimated $303K.
Oxford Financial Group first reported a position in Coinbase in Q1 2022 and held it in 2 quarters.
Oxford Financial Group's Coinbase position peaked at $303K in Q3 2025.
1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Oxford Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.