TSA Wealth Management’s Coinbase COIN Stock Holding History

TSA Wealth Management’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	-644	Closed	-$217K	–	90
2025 Q3	$217K	Buy	644 +1	+0.2%	+$339	0.07%	81
2025 Q2	$225K	Buy	+643	New	+$150K	0.08%	74

Other funds holding COIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TSA Wealth Management's COIN Position: Q4 2025 in Review

TSA Wealth Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 644 shares — an estimated $217K sold.

TSA Wealth Management first reported a position in COIN in Q2 2025 and held it in 2 quarters. The position peaked at $225K in Q2 2025. 1,264 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

TSA Wealth Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
TSA Wealth Management sold 644 Coinbase shares in Q4 2025, an estimated $217K.
TSA Wealth Management first reported a position in Coinbase in Q2 2025 and held it in 2 quarters.
TSA Wealth Management's Coinbase position peaked at $225K in Q2 2025.
1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on TSA Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.