VFPW
COIN icon

Vantage Financial Partners (Wisconsin)’s Coinbase COIN Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$332K Hold
1,466
– – 0.07% 155
2025
Q3 		$495K Sell
1,466
-200
-12% -$67.8K 0.1% 115
2025
Q2 		$584K Buy
1,666
+400
+32% +$93.5K 0.13% 104
2025
Q1 		$218K Buy
+1,266
New +$307K 0.05% 173
2024
Q4 		– Sell
-1,666
Closed -$297K – 187
2024
Q3 		$297K Buy
+1,666
New +$334K 0.07% 140

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Paradigm Operations
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Clear Street
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s COIN Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Coinbase (COIN) position steady in Q4 2025 at 1,466 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #155.

Vantage Financial Partners (Wisconsin) first reported a position in COIN in Q3 2024 and has held it in 5 quarters since. The position peaked at $584K in Q2 2025. 1,268 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 1,466 shares of Coinbase worth $332K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) left its Coinbase share count unchanged in Q4 2025.
  • Coinbase made up 0.07% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #155 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Coinbase in Q3 2024 and has held it in 5 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Coinbase position peaked at $584K in Q2 2025.
  • 1,268 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.