PFG
COIN icon

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
-500
Closed -$169K – 189
2025
Q3 		$169K Buy
+500
New +$170K 0.06% 173
2025
Q1 		– Sell
-1,800
Closed -$447K – 171
2024
Q4 		$447K Buy
+1,800
New +$457K 0.22% 97

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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. 1,263 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.
  • 1,263 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.