Vishria Bird Financial Group’s Coinbase COIN Stock Holding History

Vishria Bird Financial Group’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	$1.44M	Buy	4,278 +1,396	+48%	+$473K	0.28%	35
2025 Q2	$1.01M	Hold	2,882	–	–	0.34%	34
2025 Q1	$496K	Hold	2,882	–	–	0.17%	54
2024 Q4	$716K	Hold	2,882	–	–	0.25%	43
2024 Q3	$513K	Buy	2,882 +1,032	+56%	+$207K	0.19%	54
2024 Q2	$411K	Hold	1,850	–	–	0.17%	48
2024 Q1	$490K	Buy	+1,850	New	+$333K	0.21%	44
2022 Q1	–	Sell	-1,913	Closed	-$483K	–	63
2021 Q4	$483K	Buy	1,913 +20	+1%	+$5.82K	0.22%	42
2021 Q3	$431K	Buy	+1,893	New	+$466K	0.23%	42

Other funds holding COIN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vishria Bird Financial Group's COIN Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Coinbase (COIN) stake by 48% in Q3 2025, buying an estimated $473K and bringing the position to 4,278 shares worth $1.44M. The position accounts for 0.28% of the portfolio, ranked #35.

Vishria Bird Financial Group first reported a position in COIN in Q3 2021 and has held it in 9 quarters since. 1,328 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

Vishria Bird Financial Group held 4,278 shares of Coinbase worth $1.44M as of Q3 2025.
Vishria Bird Financial Group bought 1,396 Coinbase shares in Q3 2025, an estimated $473K.
Coinbase made up 0.28% of Vishria Bird Financial Group's portfolio in Q3 2025, its #35 holding.
Vishria Bird Financial Group first reported a position in Coinbase in Q3 2021 and has held it in 9 quarters since.
1,328 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.