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Equitable Trust’s Coinbase COIN Stock Holding History

Equitable Trust’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 		$225K Buy
+1,542
New +$278K 0.01% 437
2026
Q1 		– Sell
-1,038
Closed -$235K – 471
2025
Q4 		$235K Buy
+1,038
New +$309K 0.01% 412

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

Equitable Trust's COIN Position: Q2 2026 in Review

Equitable Trust opened a new position in Coinbase (COIN) in Q2 2026: 1,542 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Equitable Trust previously reported a position in COIN as recently as Q4 2025.

Equitable Trust first reported a position in COIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $235K in Q4 2025. 1,116 funds tracked by Wall St. Rank hold COIN as of Q2 2026.

  • Equitable Trust held 1,542 shares of Coinbase worth $225K as of Q2 2026.
  • Coinbase was a new Equitable Trust position in Q2 2026.
  • Coinbase made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #437 holding.
  • Equitable Trust first reported a position in Coinbase in Q4 2025 and has held it in 2 quarters since.
  • Equitable Trust's Coinbase position peaked at $235K in Q4 2025.
  • 1,116 funds tracked by Wall St. Rank held Coinbase as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.