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Stephens Consulting’s Coinbase COIN Stock Holding History

Stephens Consulting’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 		$45.5K Buy
201
+100
+99% +$29.8K 0.01% 148
2025
Q3 		$34.1K Sell
101
-656
-87% -$222K 0.01% 157
2025
Q2 		$265K Buy
757
+7
+0.9% +$1.64K 0.06% 87
2025
Q1 		$129K Hold
750
– – 0.03% 121
2024
Q4 		$186K Buy
750
+500
+200% +$127K 0.05% 99
2024
Q3 		$44.5K Hold
250
– – 0.01% 196
2024
Q2 		$55.6K Hold
250
– – 0.02% 175
2024
Q1 		$66.3K Hold
250
– – 0.02% 154
2023
Q4 		$43.5K Hold
250
– – 0.01% 189
2023
Q3 		$18.8K Hold
250
– – 0.01% 250
2023
Q2 		$17.9K Hold
250
– – 0.01% 249
2023
Q1 		$16.9K Hold
250
– – 0.01% 263
2022
Q4 		$8.85K Hold
250
– – 0.01% 315
2022
Q3 		$16.1K Sell
250
-10
-4% -$698 0.01% 273
2022
Q2 		$12.2K Hold
260
– – 0.01% 299
2022
Q1 		$49.4K Sell
260
-250
-49% -$48.8K 0.04% 189
2021
Q4 		$129K Buy
+510
New +$148K 0.11% 128

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stephens Consulting's COIN Position: Q4 2025 in Review

Stephens Consulting increased its Coinbase (COIN) stake by 99% in Q4 2025, buying an estimated $29.8K and bringing the position to 201 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #148.

Stephens Consulting first reported a position in COIN in Q4 2021 and has held it in 17 quarters since. The position peaked at $265K in Q2 2025. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Stephens Consulting held 201 shares of Coinbase worth $45.5K as of Q4 2025.
  • Stephens Consulting bought 100 Coinbase shares in Q4 2025, an estimated $29.8K.
  • Coinbase made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #148 holding.
  • Stephens Consulting first reported a position in Coinbase in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Coinbase position peaked at $265K in Q2 2025.
  • 1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.