Resonant Capital Advisors’s Coinbase COIN Stock Holding History

Resonant Capital 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 Q4	–	Sell	-763	Closed	-$258K	–	448
2025 Q3	$258K	Sell	763 -204	-21%	-$69.2K	0.02%	365
2025 Q2	$339K	Buy	+967	New	+$226K	0.02%	309

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

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

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

Norges Bank Oslo, Norway $935B AUM

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Resonant Capital Advisors's COIN Position: Q4 2025 in Review

Resonant Capital Advisors sold out of Coinbase (COIN) in Q4 2025, closing a stake of 763 shares — an estimated $258K sold.

Resonant Capital Advisors first reported a position in COIN in Q2 2025 and held it in 2 quarters. The position peaked at $339K in Q2 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Resonant Capital Advisors reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Resonant Capital Advisors sold 763 Coinbase shares in Q4 2025, an estimated $258K.
Resonant Capital Advisors first reported a position in Coinbase in Q2 2025 and held it in 2 quarters.
Resonant Capital Advisors's Coinbase position peaked at $339K in Q2 2025.
1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Resonant Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.