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Werba Rubin Papier Wealth Management’s Coinbase COIN Stock Holding History

Werba Rubin Papier 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
-753
Closed -$254K – 263
2025
Q3 		$254K Hold
753
– – 0.04% 199
2025
Q2 		$264K Buy
+753
New +$176K 0.05% 172

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 $3.37T AUM 44.26% 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
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CS
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Werba Rubin Papier Wealth Management's COIN Position: Q4 2025 in Review

Werba Rubin Papier Wealth Management sold out of Coinbase (COIN) in Q4 2025, closing a stake of 753 shares — an estimated $254K sold.

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

  • Werba Rubin Papier Wealth Management reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 753 Coinbase shares in Q4 2025, an estimated $254K.
  • Werba Rubin Papier Wealth Management first reported a position in Coinbase in Q2 2025 and held it in 2 quarters.
  • Werba Rubin Papier Wealth Management's Coinbase position peaked at $264K in Q2 2025.
  • 1,264 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.