Superior Planning, LLC’s Coinbase COIN Stock Holding History

Superior Planning, LLC’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
2026 Q3	$22.2K	Buy	+119	New	+$20.2K	0.01%	656

Other funds holding COIN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Superior Planning, LLC's COIN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Coinbase (COIN) in Q3 2026: 119 shares worth $22.2K. The stake represents 0.01% of the portfolio and ranks #656 among its holdings.

810 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

Superior Planning, LLC held 119 shares of Coinbase worth $22.2K as of Q3 2026.
Coinbase was a new Superior Planning, LLC position in Q3 2026.
Coinbase made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #656 holding.
810 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.