TWA
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TCI Wealth Advisors’s Coinbase COIN Stock Holding History

TCI Wealth Advisors’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
-697
Closed -$235K – 258
2025
Q3 		$235K Buy
697
+57
+9% +$19.3K 0.01% 221
2025
Q2 		$224K Buy
+640
New +$150K 0.02% 221
2023
Q2 		– Sell
-1,219
Closed -$82.4K – 628
2023
Q1 		$82.4K Buy
1,219
+330
+37% +$19.8K 0.01% 310
2022
Q4 		$31.5K Buy
889
+19
+2% +$1K ﹤0.01% 529
2022
Q3 		$56K Buy
870
+19
+2% +$1.33K 0.01% 335
2022
Q2 		$40K Buy
851
+166
+24% +$15.8K 0.01% 428
2022
Q1 		$130K Buy
685
+438
+177% +$85.6K 0.02% 223
2021
Q4 		$62K Buy
247
+72
+41% +$20.9K 0.01% 354
2021
Q3 		$40K Buy
175
+160
+1,067% +$39.4K 0.01% 480
2021
Q2 		$4K Buy
+15
New +$3.89K ﹤0.01% 1547

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

TCI Wealth Advisors's COIN Position: Q4 2025 in Review

TCI Wealth Advisors sold out of Coinbase (COIN) in Q4 2025, closing a stake of 697 shares — an estimated $235K sold.

TCI Wealth Advisors first reported a position in COIN in Q2 2021 and held it in 10 quarters. The position peaked at $235K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • TCI Wealth Advisors reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • TCI Wealth Advisors sold 697 Coinbase shares in Q4 2025, an estimated $235K.
  • TCI Wealth Advisors first reported a position in Coinbase in Q2 2021 and held it in 10 quarters.
  • TCI Wealth Advisors's Coinbase position peaked at $235K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on TCI Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.