PCS
COIN icon

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
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 $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

Personal CFO Solutions's COIN Position: Q1 2026 in Review

Personal CFO Solutions reduced its Coinbase (COIN) stake by 3.5% in Q1 2026, selling an estimated $8.66K and leaving 1,212 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #493.

Personal CFO Solutions first reported a position in COIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $397K in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Personal CFO Solutions held 1,212 shares of Coinbase worth $212K as of Q1 2026.
  • Personal CFO Solutions sold 44 Coinbase shares in Q1 2026, an estimated $8.66K.
  • Coinbase made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #493 holding.
  • Personal CFO Solutions first reported a position in Coinbase in Q2 2025 and has held it in 4 quarters since.
  • Personal CFO Solutions's Coinbase position peaked at $397K in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.