PCS
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Personal CFO Solutions’s Coinbase COIN Stock Holding History

Personal CFO Solutions’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
-1,212
Closed -$212K – 538
2026
Q1 		$212K Sell
1,212
-44
-4% -$8.66K 0.03% 493
2025
Q4 		$284K Buy
1,256
+109
+10% +$32.5K 0.05% 387
2025
Q3 		$387K Buy
1,147
+15
+1% +$5.09K 0.07% 273
2025
Q2 		$397K Buy
+1,132
New +$265K 0.07% 265

Other funds holding COIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
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

Personal CFO Solutions's COIN Position: Q2 2026 in Review

Personal CFO Solutions sold out of Coinbase (COIN) in Q2 2026, closing a stake of 1,212 shares — an estimated $212K sold.

Personal CFO Solutions first reported a position in COIN in Q2 2025 and held it in 4 quarters. The position peaked at $397K in Q2 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Personal CFO Solutions reported no remaining Coinbase position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 1,212 Coinbase shares in Q2 2026, an estimated $212K.
  • Personal CFO Solutions first reported a position in Coinbase in Q2 2025 and held it in 4 quarters.
  • Personal CFO Solutions's Coinbase position peaked at $397K in Q2 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.