Root Financial Partners
COIN icon

Root Financial Partners’s Coinbase COIN Stock Holding History

Root Financial Partners’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
2026
Q3 		$37.1K Buy
+199
New +$33.8K ﹤0.01% 1239
2026
Q2 		– Sell
-179
Closed -$31.3K – 984
2026
Q1 		$31.3K Sell
179
-52
-23% -$10.2K ﹤0.01% 1094
2025
Q4 		$52.2K Buy
231
+50
+28% +$14.9K ﹤0.01% 695
2025
Q3 		$61.1K Buy
+181
New +$61.4K ﹤0.01% 603

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Root Financial Partners's COIN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Coinbase (COIN) in Q3 2026: 199 shares worth $37.1K. The stake represents ﹤0.01% of the portfolio and ranks #1239 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in COIN as recently as Q1 2026.

Root Financial Partners first reported a position in COIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $61.1K in Q3 2025. 967 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Root Financial Partners held 199 shares of Coinbase worth $37.1K as of Q3 2026.
  • Coinbase was a new Root Financial Partners position in Q3 2026.
  • Coinbase made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1239 holding.
  • Root Financial Partners first reported a position in Coinbase in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Coinbase position peaked at $61.1K in Q3 2025.
  • 967 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.