Sara-Bay Financial’s Coinbase COIN Stock Holding History

Sara-Bay Financial’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 Q2	–	Sell	-1,500	Closed	-$261K	–	79
2025 Q1	$261K	Buy	1,500 +600	+67%	+$145K	0.12%	71
2024 Q4	$230K	Buy	+900	New	+$228K	0.09%	83

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Sara-Bay Financial's COIN Position: Q2 2025 in Review

Sara-Bay Financial sold out of Coinbase (COIN) in Q2 2025, closing a stake of 1,500 shares — an estimated $261K sold.

Sara-Bay Financial first reported a position in COIN in Q4 2024 and held it in 2 quarters. The position peaked at $261K in Q1 2025. 1,256 funds tracked by Wall St. Rank hold COIN as of Q2 2025.

Sara-Bay Financial reported no remaining Coinbase position as of Q2 2025 after selling out during the quarter.
Sara-Bay Financial sold 1,500 Coinbase shares in Q2 2025, an estimated $261K.
Sara-Bay Financial first reported a position in Coinbase in Q4 2024 and held it in 2 quarters.
Sara-Bay Financial's Coinbase position peaked at $261K in Q1 2025.
1,256 funds tracked by Wall St. Rank held Coinbase as of Q2 2025.

Based on Sara-Bay Financial's 13F filing for Q2 2025, filed 15 Jul 2025.