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Prosperity Financial Group’s Coinbase COIN Stock Holding History

Prosperity 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
-97
Closed -$32.7K – 190
2025
Q3 		$32.7K Buy
+97
New +$32.9K 0.01% 179
2025
Q1 		– Sell
-121
Closed -$30K – 172
2024
Q4 		$30K Buy
+121
New +$30.7K 0.02% 168

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CS
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Prosperity Financial Group sold out of Coinbase (COIN) in Q4 2025, closing a stake of 97 shares — an estimated $32.7K sold.

Prosperity Financial Group first reported a position in COIN in Q4 2024 and held it in 2 quarters. The position peaked at $32.7K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Prosperity Financial Group reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Prosperity Financial Group sold 97 Coinbase shares in Q4 2025, an estimated $32.7K.
  • Prosperity Financial Group first reported a position in Coinbase in Q4 2024 and held it in 2 quarters.
  • Prosperity Financial Group's Coinbase position peaked at $32.7K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Prosperity Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.