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Trivest Advisors’s Coinbase COIN Stock Holding History

Trivest 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
Q3 		– Sell
-11,100
Closed -$3.89M – 36
2025
Q2 		$3.89M Buy
+11,100
New +$2.6M 0.15% 34
2025
Q1 		– Sell
-220,980
Closed -$54.9M – 31
2024
Q4 		$54.9M Buy
+220,980
New +$56.1M 2.49% 14
2021
Q3 		– Sell
-9,000
Closed -$2.28M – 21
2021
Q2 		$2.28M Buy
+9,000
New +$2.34M 0.23% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Trivest Advisors's COIN Position: Q3 2025 in Review

Trivest Advisors sold out of Coinbase (COIN) in Q3 2025, closing a stake of 11,100 shares — an estimated $3.89M sold.

Trivest Advisors first reported a position in COIN in Q2 2021 and held it in 3 quarters. The position peaked at $54.9M in Q4 2024. 1,328 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • Trivest Advisors reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • Trivest Advisors sold 11,100 Coinbase shares in Q3 2025, an estimated $3.89M.
  • Trivest Advisors first reported a position in Coinbase in Q2 2021 and held it in 3 quarters.
  • Trivest Advisors's Coinbase position peaked at $54.9M in Q4 2024.
  • 1,328 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Trivest Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.