CPG
COIN icon

Cornerstone Planning Group’s Coinbase COIN Stock Holding History

Cornerstone Planning Group’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 		$74.6K Sell
449
-17
-4% -$3.07K 0.01% 312
2026
Q1 		$92.2K Buy
466
+396
+566% +$77.9K 0.01% 264
2025
Q4 		$14.7K Buy
70
+15
+27% +$4.47K ﹤0.01% 681
2025
Q3 		$18.1K Buy
55
+3
+6% +$1.02K ﹤0.01% 611
2025
Q2 		$15.5K Buy
52
+21
+68% +$4.91K ﹤0.01% 469
2025
Q1 		$6.04K Buy
31
+6
+24% +$1.45K ﹤0.01% 685
2024
Q4 		$6.95K Buy
25
+12
+92% +$3.05K ﹤0.01% 510
2024
Q3 		$2.86K Sell
13
-27
-68% -$5.41K ﹤0.01% 695
2024
Q2 		$7.58K Buy
40
+9
+29% +$2.07K ﹤0.01% 495
2024
Q1 		$6.92K Buy
31
+4
+15% +$720 ﹤0.01% 468
2023
Q4 		$4.7K Hold
27
– – ﹤0.01% 530
2023
Q3 		$2.03K Hold
27
– – ﹤0.01% 657
2023
Q2 		$1.93K Buy
+27
New +$1.61K ﹤0.01% 1174
2022
Q4 		$1.33K Buy
+27
New +$1.42K ﹤0.01% 1290

Other funds holding COIN

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's COIN Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Coinbase (COIN) stake by 3.6% in Q2 2026, selling an estimated $3.07K and leaving 449 shares worth $74.6K. The position accounts for 0.01% of the portfolio, ranked #312.

Cornerstone Planning Group first reported a position in COIN in Q4 2022 and has held it in 14 quarters since. The position peaked at $92.2K in Q1 2026. 652 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Cornerstone Planning Group held 449 shares of Coinbase worth $74.6K as of Q2 2026.
  • Cornerstone Planning Group sold 17 Coinbase shares in Q2 2026, an estimated $3.07K.
  • Coinbase made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #312 holding.
  • Cornerstone Planning Group first reported a position in Coinbase in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Coinbase position peaked at $92.2K in Q1 2026.
  • 652 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.