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Stifel Financial’s
Coinbase
COIN
Stock Holding History
Stifel 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
2026
Q1
$13.2M
Buy
75,580
+3,308
+5%
+$651K
0.01%
824
2025
Q4
$16.3M
Buy
72,272
+1,388
+2%
+$414K
0.01%
720
2025
Q3
$23.9M
Buy
70,884
+13,223
+23%
+$4.48M
0.02%
561
2025
Q2
$20.2M
Sell
57,661
-6,746
-10%
-$1.58M
0.02%
586
2025
Q1
$11.1M
Buy
64,407
+6,885
+12%
+$1.67M
0.01%
795
2024
Q4
$14.3M
Buy
57,522
+14,010
+32%
+$3.56M
0.01%
707
2024
Q3
$7.75M
Buy
43,512
+13,591
+45%
+$2.72M
0.01%
964
2024
Q2
$6.65M
Sell
29,921
-1,368
-4%
-$315K
0.01%
987
2024
Q1
$8.3M
Sell
31,289
-15,924
-34%
-$2.87M
0.01%
885
2023
Q4
$8.21M
Sell
47,213
-381
-0.8%
-$41.6K
0.01%
857
2023
Q3
$3.57M
Sell
47,594
-538
-1%
-$45.3K
0.01%
1225
2023
Q2
$3.44M
Buy
48,132
+11,113
+30%
+$663K
﹤0.01%
1269
2023
Q1
$2.5M
Sell
37,019
-3,377
-8%
-$202K
﹤0.01%
1430
2022
Q4
$1.43M
Sell
40,396
-3,172
-7%
-$167K
﹤0.01%
1756
2022
Q3
$2.81M
Sell
43,568
-7,565
-15%
-$528K
﹤0.01%
1242
2022
Q2
$2.4M
Sell
51,133
-10,816
-17%
-$1.03M
﹤0.01%
1383
2022
Q1
$11.8M
Sell
61,949
-9,214
-13%
-$1.8M
0.02%
653
2021
Q4
$18M
Buy
71,163
+10,014
+16%
+$2.91M
0.02%
534
2021
Q3
$13.9M
Buy
61,149
+15,244
+33%
+$3.75M
0.02%
600
2021
Q2
$11.6M
Buy
+45,905
New
+$11.9M
0.02%
657
Other funds holding COIN
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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
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
CS
Clear Street
New York
$17.8B AUM
56.26%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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