PDS Planning’s Coinbase COIN Stock Holding History

PDS 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	–	Sell	-1,247	Closed	-$218K	–	612
2026 Q1	$218K	Buy	1,247 +295	+31%	+$58.1K	0.01%	495
2025 Q4	$215K	Buy	952 +92	+11%	+$27.4K	0.01%	492
2025 Q3	$290K	Sell	860 -26	-3%	-$8.82K	0.02%	388
2025 Q2	$311K	Buy	+886	New	+$207K	0.02%	339

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

PDS Planning's COIN Position: Q2 2026 in Review

PDS Planning sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,247 shares — an estimated $218K sold.

PDS Planning first reported a position in COIN in Q2 2025 and held it in 4 quarters. The position peaked at $311K in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

PDS Planning reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
PDS Planning sold 1,247 Coinbase shares in Q2 2026, an estimated $218K.
PDS Planning first reported a position in Coinbase in Q2 2025 and held it in 4 quarters.
PDS Planning's Coinbase position peaked at $311K in Q2 2025.
1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.