PGF
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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
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

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

Plan Group Financial's COIN Position: Q2 2026 in Review

Plan Group Financial reduced its Coinbase (COIN) stake by 21% in Q2 2026, selling an estimated $112K and leaving 2,374 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #158.

Plan Group Financial first reported a position in COIN in Q1 2026 and has held it in 2 quarters since. The position peaked at $523K in Q1 2026. 1,117 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Plan Group Financial held 2,374 shares of Coinbase worth $347K as of Q2 2026.
  • Plan Group Financial sold 623 Coinbase shares in Q2 2026, an estimated $112K.
  • Coinbase made up 0.07% of Plan Group Financial's portfolio in Q2 2026, its #158 holding.
  • Plan Group Financial first reported a position in Coinbase in Q1 2026 and has held it in 2 quarters since.
  • Plan Group Financial's Coinbase position peaked at $523K in Q1 2026.
  • 1,117 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.