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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
Q3 		$275K Sell
1,477
-65
-4% -$11K 0.01% 401
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
SA
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Equitable Trust's COIN Position: Q3 2026 in Review

Equitable Trust reduced its Coinbase (COIN) stake by 4.2% in Q3 2026, selling an estimated $11K and leaving 1,477 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #401.

Equitable Trust first reported a position in COIN in Q4 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Equitable Trust held 1,477 shares of Coinbase worth $275K as of Q3 2026.
  • Equitable Trust sold 65 Coinbase shares in Q3 2026, an estimated $11K.
  • Coinbase made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #401 holding.
  • Equitable Trust first reported a position in Coinbase in Q4 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.