RA
COIN icon

Rise Advisors’s Coinbase COIN Stock Holding History

Rise 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
-20
Closed -$6.75K – 379
2025
Q3 		$6.75K Buy
20
+6
+43% +$2.03K ﹤0.01% 1116
2025
Q2 		$4.91K Buy
14
+10
+250% +$2.34K ﹤0.01% 1157
2025
Q1 		$689 Buy
+4
New +$969 ﹤0.01% 1342
2024
Q4 		– Sell
-34
Closed -$6.06K – 1135
2024
Q3 		$6.06K Buy
34
+11
+48% +$2.2K ﹤0.01% 1067
2024
Q2 		$5.11K Buy
23
+8
+53% +$1.84K ﹤0.01% 1075
2024
Q1 		$3.98K Sell
15
-35
-70% -$6.3K ﹤0.01% 1103
2023
Q4 		$8.7K Hold
50
– – 0.01% 332
2023
Q3 		$3.75K Buy
+50
New +$4.21K ﹤0.01% 403
2023
Q1 		– Sell
-37
Closed -$2.22K – 813
2022
Q4 		$1.31K Buy
37
+22
+147% +$1.16K ﹤0.01% 621
2022
Q3 		$1K Sell
15
-85
-85% -$5.93K ﹤0.01% 612
2022
Q2 		$5K Buy
100
+94
+1,567% +$8.95K 0.01% 432
2022
Q1 		$1K Hold
6
– – ﹤0.01% 589
2021
Q4 		$1.51K Buy
+6
New +$1.75K ﹤0.01% 566

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

Rise Advisors's COIN Position: Q4 2025 in Review

Rise Advisors sold out of Coinbase (COIN) in Q4 2025, closing a stake of 20 shares — an estimated $6.75K sold.

Rise Advisors first reported a position in COIN in Q4 2021 and held it in 13 quarters. The position peaked at $8.7K in Q4 2023. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Rise Advisors reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 20 Coinbase shares in Q4 2025, an estimated $6.75K.
  • Rise Advisors first reported a position in Coinbase in Q4 2021 and held it in 13 quarters.
  • Rise Advisors's Coinbase position peaked at $8.7K in Q4 2023.
  • 1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.