Sierra Summit Advisors’s Coinbase COIN Stock Holding History

Sierra Summit 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	-20,302	Closed	-$6.85M	–	182
2025 Q3	$6.85M	Buy	+20,302	New	+$6.88M	1.04%	33

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

Sierra Summit Advisors's COIN Position: Q4 2025 in Review

Sierra Summit Advisors sold out of Coinbase (COIN) in Q4 2025, closing a stake of 20,302 shares — an estimated $6.85M sold.

Sierra Summit Advisors first reported a position in COIN in Q3 2025 and held it in 1 quarter. The position peaked at $6.85M in Q3 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

Sierra Summit Advisors reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
Sierra Summit Advisors sold 20,302 Coinbase shares in Q4 2025, an estimated $6.85M.
Sierra Summit Advisors first reported a position in Coinbase in Q3 2025 and held it in 1 quarter.
Sierra Summit Advisors's Coinbase position peaked at $6.85M in Q3 2025.
1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Sierra Summit Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.