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Strategic Financial Services’s Coinbase COIN Stock Holding History

Strategic Financial Services’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
-676
Closed -$228K – 147
2025
Q3 		$228K Buy
676
+1
+0.1% +$339 0.01% 130
2025
Q2 		$237K Buy
+675
New +$158K 0.01% 129

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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

Strategic Financial Services's COIN Position: Q4 2025 in Review

Strategic Financial Services sold out of Coinbase (COIN) in Q4 2025, closing a stake of 676 shares — an estimated $228K sold.

Strategic Financial Services first reported a position in COIN in Q2 2025 and held it in 2 quarters. The position peaked at $237K in Q2 2025. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Strategic Financial Services reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Services sold 676 Coinbase shares in Q4 2025, an estimated $228K.
  • Strategic Financial Services first reported a position in Coinbase in Q2 2025 and held it in 2 quarters.
  • Strategic Financial Services's Coinbase position peaked at $237K in Q2 2025.
  • 1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Strategic Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.