EPG
COIN icon

Estate Planners Group’s Coinbase COIN Stock Holding History

Estate Planners 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
Q1 		$201K Buy
1,153
+159
+16% +$31.3K 0.1% 70
2025
Q4 		$225K Buy
+994
New +$296K 0.1% 69

Other funds holding COIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Estate Planners Group's COIN Position: Q1 2026 in Review

Estate Planners Group increased its Coinbase (COIN) stake by 16% in Q1 2026, buying an estimated $31.3K and bringing the position to 1,153 shares worth $201K. The position accounts for 0.1% of the portfolio, ranked #70.

Estate Planners Group first reported a position in COIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $225K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Estate Planners Group held 1,153 shares of Coinbase worth $201K as of Q1 2026.
  • Estate Planners Group bought 159 Coinbase shares in Q1 2026, an estimated $31.3K.
  • Coinbase made up 0.1% of Estate Planners Group's portfolio in Q1 2026, its #70 holding.
  • Estate Planners Group first reported a position in Coinbase in Q4 2025 and has held it in 2 quarters since.
  • Estate Planners Group's Coinbase position peaked at $225K in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.