Plante Moran Financial Advisors’s Coinbase COIN Stock Holding History

Plante Moran Financial Advisors’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	$3.22K	Buy	22 +1	+5%	+$181	﹤0.01%	689
2026 Q1	$3.67K	Hold	21	–	–	﹤0.01%	595
2025 Q4	$4.75K	Hold	21	–	–	﹤0.01%	640
2025 Q3	$7.09K	Hold	21	–	–	﹤0.01%	579
2025 Q2	$7.36K	Hold	21	–	–	﹤0.01%	602
2025 Q1	$3.62K	Hold	21	–	–	﹤0.01%	667
2024 Q4	$5.21K	Hold	21	–	–	﹤0.01%	683
2024 Q3	$3.74K	Hold	21	–	–	﹤0.01%	709
2024 Q2	$4.67K	Hold	21	–	–	﹤0.01%	655
2024 Q1	$5.57K	Sell	21 -3	-13%	-$540	﹤0.01%	681
2023 Q4	$4.17K	Sell	24 -222	-90%	-$24.2K	﹤0.01%	659
2023 Q3	$18.5K	Buy	246 +225	+1,071%	+$19K	﹤0.01%	442
2023 Q2	$1.5K	Hold	21	–	–	﹤0.01%	708
2023 Q1	$1.42K	Hold	21	–	–	﹤0.01%	723
2022 Q4	$743	Hold	21	–	–	﹤0.01%	777
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	812
2022 Q2	$1K	Buy	+21	New	+$2K	﹤0.01%	888
2022 Q1	–	Sell	-49	Closed	-$12K	–	836
2021 Q4	$12K	Buy	+49	New	+$14.2K	﹤0.01%	657

Other funds holding COIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Plante Moran Financial Advisors's COIN Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Coinbase (COIN) stake by 4.8% in Q2 2026, buying an estimated $181 and bringing the position to 22 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Plante Moran Financial Advisors first reported a position in COIN in Q4 2021 and has held it in 18 quarters since. The position peaked at $18.5K in Q3 2023. 598 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Plante Moran Financial Advisors held 22 shares of Coinbase worth $3.22K as of Q2 2026.
Plante Moran Financial Advisors bought 1 Coinbase share in Q2 2026, an estimated $181.
Coinbase made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #689 holding.
Plante Moran Financial Advisors first reported a position in Coinbase in Q4 2021 and has held it in 18 quarters since.
Plante Moran Financial Advisors's Coinbase position peaked at $18.5K in Q3 2023.
598 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.