PL
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Plancorp LLC’s Coinbase COIN Stock Holding History

Plancorp LLC’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
2025
Q4 		– Sell
-1,187
Closed -$401K – 373
2025
Q3 		$401K Sell
1,187
-27
-2% -$9.15K 0.01% 252
2025
Q2 		$425K Buy
+1,214
New +$284K 0.01% 248
2025
Q1 		– Sell
-949
Closed -$236K – 365
2024
Q4 		$236K Buy
+949
New +$241K 0.01% 283
2024
Q3 		– Sell
-1,017
Closed -$226K – 317
2024
Q2 		$226K Sell
1,017
-1
-0.1% -$230 0.01% 275
2024
Q1 		$270K Buy
+1,018
New +$183K 0.01% 251

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Plancorp LLC's COIN Position: Q4 2025 in Review

Plancorp LLC sold out of Coinbase (COIN) in Q4 2025, closing a stake of 1,187 shares — an estimated $401K sold.

Plancorp LLC first reported a position in COIN in Q1 2024 and held it in 5 quarters. The position peaked at $425K in Q2 2025. 1,263 funds tracked by Wall St. Rank hold COIN as of Q4 2025.

  • Plancorp LLC reported no remaining Coinbase position as of Q4 2025 after selling out during the quarter.
  • Plancorp LLC sold 1,187 Coinbase shares in Q4 2025, an estimated $401K.
  • Plancorp LLC first reported a position in Coinbase in Q1 2024 and held it in 5 quarters.
  • Plancorp LLC's Coinbase position peaked at $425K in Q2 2025.
  • 1,263 funds tracked by Wall St. Rank held Coinbase as of Q4 2025.

Based on Plancorp LLC's 13F filing for Q4 2025, filed 5 Feb 2026.