Smith Anglin Financial’s Coinbase COIN Stock Holding History

Smith Anglin 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	$940K	Buy	2,682 +85	+3%	+$19.9K	0.09%	87
2025 Q1	$447K	Buy	2,597 +286	+12%	+$69.2K	0.05%	128
2024 Q4	$574K	Buy	2,311 +15	+0.7%	+$3.81K	0.05%	108
2024 Q3	$409K	Buy	2,296 +685	+43%	+$137K	0.04%	126
2024 Q2	$358K	Buy	1,611 +492	+44%	+$113K	0.04%	130
2024 Q1	$297K	Buy	+1,119	New	+$201K	0.03%	138
2023 Q3	–	Sell	-7,815	Closed	-$559K	–	178
2023 Q2	$559K	Buy	+7,815	New	+$466K	0.07%	88
2022 Q4	–	Sell	-10,535	Closed	-$679K	–	158
2022 Q3	$679K	Buy	+10,535	New	+$736K	0.14%	64
2022 Q2	–	Sell	-1,380	Closed	-$262K	–	136
2022 Q1	$262K	Sell	1,380 -1,222	-47%	-$239K	0.06%	107
2021 Q4	$657K	Sell	2,602 -122	-4%	-$35.5K	0.11%	74
2021 Q3	$620K	Buy	2,724 +371	+16%	+$91.3K	0.12%	76
2021 Q2	$596K	Buy	+2,353	New	+$611K	0.11%	78

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

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

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