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Pinnacle Wealth Planning Services’s Coinbase COIN Stock Holding History

Pinnacle Wealth Planning Services’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 		$49.8K Sell
285
-1
-0.3% -$197 0.01% 1202
2025
Q4 		$64.7K Buy
+286
New +$85.2K 0.01% 1033

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

Pinnacle Wealth Planning Services's COIN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Coinbase (COIN) stake by 0.35% in Q1 2026, selling an estimated $197 and leaving 285 shares worth $49.8K. The position accounts for 0.01% of the portfolio, ranked #1202.

Pinnacle Wealth Planning Services first reported a position in COIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $64.7K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 285 shares of Coinbase worth $49.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 1 Coinbase share in Q1 2026, an estimated $197.
  • Coinbase made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1202 holding.
  • Pinnacle Wealth Planning Services first reported a position in Coinbase in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Coinbase position peaked at $64.7K in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.