WOSD
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WFA of San Diego’s Coinbase COIN Stock Holding History

WFA of San Diego’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
-8
Closed -$2.8K – 421
2025
Q2 		$2.8K Buy
+8
New +$1.87K ﹤0.01% 382
2024
Q3 		$1.43K Hold
8
– – ﹤0.01% 376
2024
Q2 		$1.78K Buy
+8
New +$1.84K ﹤0.01% 366
2023
Q3 		$601 Hold
8
– – ﹤0.01% 376
2023
Q2 		$573 Buy
+8
New +$477 ﹤0.01% 368
2023
Q1 		– Sell
-8
Closed -$283 – 123
2022
Q4 		$283 Buy
+8
New +$422 ﹤0.01% 464
2022
Q3 		– Sell
-6
Closed – – 137
2022
Q2 		$0 Buy
+6
New +$571 ﹤0.01% 411

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

WFA of San Diego's COIN Position: Q3 2025 in Review

WFA of San Diego sold out of Coinbase (COIN) in Q3 2025, closing a stake of 8 shares — an estimated $2.8K sold.

WFA of San Diego first reported a position in COIN in Q2 2022 and held it in 7 quarters. The position peaked at $2.8K in Q2 2025. 1,328 funds tracked by Wall St. Rank hold COIN as of Q3 2025.

  • WFA of San Diego reported no remaining Coinbase position as of Q3 2025 after selling out during the quarter.
  • WFA of San Diego sold 8 Coinbase shares in Q3 2025, an estimated $2.8K.
  • WFA of San Diego first reported a position in Coinbase in Q2 2022 and held it in 7 quarters.
  • WFA of San Diego's Coinbase position peaked at $2.8K in Q2 2025.
  • 1,328 funds tracked by Wall St. Rank held Coinbase as of Q3 2025.

Based on WFA of San Diego's 13F filing for Q3 2025, filed 17 Feb 2026.