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Financial Life Planners’s Coinbase COIN Stock Holding History

Financial Life Planners’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 		$3.8K Sell
26
-49
-65% -$8.85K ﹤0.01% 276
2026
Q1 		$13.1K Buy
+75
New +$14.8K 0.01% 218
2025
Q4 		– Sell
-176
Closed -$59.4K – 114
2025
Q3 		$59.4K Buy
+176
New +$59.7K 0.04% 112
2025
Q1 		– Sell
-276
Closed -$68.5K – 147
2024
Q4 		$68.5K Buy
+276
New +$70.1K 0.06% 98

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Financial Life Planners's COIN Position: Q2 2026 in Review

Financial Life Planners reduced its Coinbase (COIN) stake by 65% in Q2 2026, selling an estimated $8.85K and leaving 26 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Financial Life Planners first reported a position in COIN in Q4 2024 and has held it in 4 quarters since. The position peaked at $68.5K in Q4 2024. 591 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Financial Life Planners held 26 shares of Coinbase worth $3.8K as of Q2 2026.
  • Financial Life Planners sold 49 Coinbase shares in Q2 2026, an estimated $8.85K.
  • Coinbase made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #276 holding.
  • Financial Life Planners first reported a position in Coinbase in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Coinbase position peaked at $68.5K in Q4 2024.
  • 591 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

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