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Action Point Financial Planning’s Coinbase COIN Stock Holding History

Action Point Financial Planning’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
Q2 		$16.7K Buy
+115
New +$20.8K ﹤0.01% 1210

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Action Point Financial Planning's COIN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Coinbase (COIN) in Q2 2026: 115 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #1210 among its holdings.

1,110 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Action Point Financial Planning held 115 shares of Coinbase worth $16.7K as of Q2 2026.
  • Coinbase was a new Action Point Financial Planning position in Q2 2026.
  • Coinbase made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1210 holding.
  • 1,110 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.