Next Level Wealth Planning’s Coinbase COIN Stock Holding History

Next Level Wealth 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 Q3	$23.5K	Buy	+126	New	+$21.4K	0.01%	247

Other funds holding COIN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Next Level Wealth Planning's COIN Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Coinbase (COIN) in Q3 2026: 126 shares worth $23.5K. The stake represents 0.01% of the portfolio and ranks #247 among its holdings.

573 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

Next Level Wealth Planning held 126 shares of Coinbase worth $23.5K as of Q3 2026.
Coinbase was a new Next Level Wealth Planning position in Q3 2026.
Coinbase made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #247 holding.
573 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.