Plan Group Financial
COIN icon

Plan Group Financial’s Coinbase COIN Stock Holding History

Plan Group Financial’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
Q3 		$394K Sell
2,304
-70
-3% -$11.9K 0.08% 151
2026
Q2 		$347K Sell
2,374
-623
-21% -$112K 0.07% 158
2026
Q1 		$523K Buy
+2,997
New +$590K 0.12% 123

Other funds holding COIN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Plan Group Financial's COIN Position: Q3 2026 in Review

Plan Group Financial reduced its Coinbase (COIN) stake by 2.9% in Q3 2026, selling an estimated $11.9K and leaving 2,304 shares worth $394K. The position accounts for 0.08% of the portfolio, ranked #151.

Plan Group Financial first reported a position in COIN in Q1 2026 and has held it in 3 quarters since. The position peaked at $523K in Q1 2026. 275 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Plan Group Financial held 2,304 shares of Coinbase worth $394K as of Q3 2026.
  • Plan Group Financial sold 70 Coinbase shares in Q3 2026, an estimated $11.9K.
  • Coinbase made up 0.08% of Plan Group Financial's portfolio in Q3 2026, its #151 holding.
  • Plan Group Financial first reported a position in Coinbase in Q1 2026 and has held it in 3 quarters since.
  • Plan Group Financial's Coinbase position peaked at $523K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.