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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
Q2 		$22.1K Sell
151
-134
-47% -$24.2K ﹤0.01% 1732
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 $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

Pinnacle Wealth Planning Services's COIN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Coinbase (COIN) stake by 47% in Q2 2026, selling an estimated $24.2K and leaving 151 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Pinnacle Wealth Planning Services first reported a position in COIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $64.7K in Q4 2025. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 151 shares of Coinbase worth $22.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 134 Coinbase shares in Q2 2026, an estimated $24.2K.
  • Coinbase made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1732 holding.
  • Pinnacle Wealth Planning Services first reported a position in Coinbase in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Coinbase position peaked at $64.7K in Q4 2025.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.