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COIN icon

Planning Directions’s Coinbase COIN Stock Holding History

Planning Directions’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 		$616K Buy
3,528
+100
+3% +$19.7K 0.31% 47
2025
Q4 		$775K Hold
3,428
– – 0.39% 36
2025
Q3 		$1.16M Hold
3,428
– – 0.6% 29
2025
Q2 		$1.2M Sell
3,428
-765
-18% -$179K 0.68% 28
2025
Q1 		$722K Buy
4,193
+136
+3% +$32.9K 0.31% 54
2024
Q4 		$1.01M Buy
4,057
+1,922
+90% +$488K 0.58% 29
2024
Q3 		$380K Buy
+2,135
New +$428K 0.23% 53
2024
Q1 		– Sell
-3,257
Closed -$566K – 78
2023
Q4 		$566K Buy
+3,257
New +$356K 0.4% 34

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

Planning Directions's COIN Position: Q1 2026 in Review

Planning Directions increased its Coinbase (COIN) stake by 2.9% in Q1 2026, buying an estimated $19.7K and bringing the position to 3,528 shares worth $616K. The position accounts for 0.31% of the portfolio, ranked #47.

Planning Directions first reported a position in COIN in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.2M in Q2 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Planning Directions held 3,528 shares of Coinbase worth $616K as of Q1 2026.
  • Planning Directions bought 100 Coinbase shares in Q1 2026, an estimated $19.7K.
  • Coinbase made up 0.31% of Planning Directions's portfolio in Q1 2026, its #47 holding.
  • Planning Directions first reported a position in Coinbase in Q4 2023 and has held it in 8 quarters since.
  • Planning Directions's Coinbase position peaked at $1.2M in Q2 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.