Planning Strategies Inc.’s Coinbase COIN Stock Holding History

Planning Strategies Inc.’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	$2.34K	Buy	+16	New	+$2.89K	﹤0.01%	554

Other funds holding COIN

APM

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Planning Strategies Inc.'s COIN Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Coinbase (COIN) in Q2 2026: 16 shares worth $2.34K. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings.

370 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

Planning Strategies Inc. held 16 shares of Coinbase worth $2.34K as of Q2 2026.
Coinbase was a new Planning Strategies Inc. position in Q2 2026.
Coinbase made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #554 holding.
370 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.