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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
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
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

PDS Planning's COIN Position: Q1 2026 in Review

PDS Planning increased its Coinbase (COIN) stake by 31% in Q1 2026, buying an estimated $58.1K and bringing the position to 1,247 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #495.

PDS Planning first reported a position in COIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $311K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • PDS Planning held 1,247 shares of Coinbase worth $218K as of Q1 2026.
  • PDS Planning bought 295 Coinbase shares in Q1 2026, an estimated $58.1K.
  • Coinbase made up 0.01% of PDS Planning's portfolio in Q1 2026, its #495 holding.
  • PDS Planning first reported a position in Coinbase in Q2 2025 and has held it in 4 quarters since.
  • PDS Planning's Coinbase position peaked at $311K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.