SPW
COIN icon

Surience Private Wealth’s Coinbase COIN Stock Holding History

Surience Private Wealth’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
-4,531
Closed -$1.53M – 37
2025
Q3 		$1.53M Buy
4,531
+1,405
+45% +$476K 1.4% 19
2025
Q2 		$1.1M Buy
3,126
+641
+26% +$150K 1.03% 24
2025
Q1 		$428K Sell
2,485
-925
-27% -$224K 0.74% 21
2024
Q4 		$847K Buy
+3,410
New +$866K 1.09% 19
2024
Q2 		– Sell
-879
Closed -$233K – 30
2024
Q1 		$233K Buy
+879
New +$158K 0.22% 30

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

Surience Private Wealth's COIN Position: Q4 2025 in Review

Surience Private Wealth sold out of Coinbase (COIN) in Q4 2025, closing a stake of 4,531 shares — an estimated $1.53M sold.

Surience Private Wealth first reported a position in COIN in Q1 2024 and held it in 5 quarters. The position peaked at $1.53M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Surience Private Wealth reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Surience Private Wealth sold 4,531 Coinbase shares in Q4 2025, an estimated $1.53M.
  • Surience Private Wealth first reported a position in Coinbase in Q1 2024 and held it in 5 quarters.
  • Surience Private Wealth's Coinbase position peaked at $1.53M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Surience Private Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.