SFMG Wealth Advisors’s Coinbase COIN Stock Holding History

SFMG Wealth 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	-600	Closed	-$203K	–	311
2025 Q3	$203K	Buy	+600	New	+$203K	0.01%	283
2021 Q3	–	Sell	-806	Closed	-$204K	–	263
2021 Q2	$204K	Buy	+806	New	+$209K	0.02%	244

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SFMG Wealth Advisors's COIN Position: Q4 2025 in Review

SFMG Wealth Advisors sold out of Coinbase (COIN) in Q4 2025, closing a stake of 600 shares — an estimated $203K sold.

SFMG Wealth Advisors first reported a position in COIN in Q2 2021 and held it in 2 quarters. The position peaked at $204K in Q2 2021. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

SFMG Wealth Advisors reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
SFMG Wealth Advisors sold 600 Coinbase shares in Q4 2025, an estimated $203K.
SFMG Wealth Advisors first reported a position in Coinbase in Q2 2021 and held it in 2 quarters.
SFMG Wealth Advisors's Coinbase position peaked at $204K in Q2 2021.
1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on SFMG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.