CFFP
COIN icon

Center for Financial Planning’s Coinbase COIN Stock Holding History

Center for 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 		$74K Sell
506
-9
-2% -$1.63K 0.01% 274
2026
Q1 		$89.9K Buy
515
+45
+10% +$8.86K 0.01% 245
2025
Q4 		$106K Buy
470
+6
+1% +$1.79K 0.01% 221
2025
Q3 		$157K Sell
464
-300
-39% -$102K 0.02% 186
2025
Q2 		$268K Buy
764
+500
+189% +$117K 0.03% 141
2025
Q1 		$45.5K Sell
264
-27
-9% -$6.54K 0.01% 290
2024
Q4 		$72.3K Sell
291
-41
-12% -$10.4K 0.01% 229
2024
Q3 		$59.2K Hold
332
– – 0.01% 233
2024
Q2 		$73.8K Hold
332
– – 0.01% 201
2024
Q1 		$88K Sell
332
-49
-13% -$8.82K 0.01% 192
2023
Q4 		$66.3K Hold
381
– – 0.01% 195
2023
Q3 		$28.6K Hold
381
– – 0.01% 269
2023
Q2 		$27.3K Buy
381
+57
+18% +$3.4K 0.01% 297
2023
Q1 		$21.9K Hold
324
– – 0.01% 290
2022
Q4 		$11.5K Hold
324
– – ﹤0.01% 344
2022
Q3 		$21K Buy
324
+15
+5% +$1.05K 0.01% 289
2022
Q2 		$15K Buy
309
+137
+80% +$13K ﹤0.01% 315
2022
Q1 		$33K Sell
172
-6
-3% -$1.17K 0.01% 259
2021
Q4 		$45K Buy
178
+51
+40% +$14.8K 0.01% 239
2021
Q3 		$29K Buy
127
+82
+182% +$20.2K 0.01% 274
2021
Q2 		$11K Buy
+45
New +$11.7K ﹤0.01% 349

Other funds holding COIN

APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Center for Financial Planning's COIN Position: Q2 2026 in Review

Center for Financial Planning reduced its Coinbase (COIN) stake by 1.7% in Q2 2026, selling an estimated $1.63K and leaving 506 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #274.

Center for Financial Planning first reported a position in COIN in Q2 2021 and has held it in 21 quarters since. The position peaked at $268K in Q2 2025. 273 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Center for Financial Planning held 506 shares of Coinbase worth $74K as of Q2 2026.
  • Center for Financial Planning sold 9 Coinbase shares in Q2 2026, an estimated $1.63K.
  • Coinbase made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #274 holding.
  • Center for Financial Planning first reported a position in Coinbase in Q2 2021 and has held it in 21 quarters since.
  • Center for Financial Planning's Coinbase position peaked at $268K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.