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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
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 $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

Equitable Trust's COIN Position: Q1 2026 in Review

Equitable Trust sold out of Coinbase (COIN) in Q1 2026, closing a stake of 1,038 shares — an estimated $235K sold.

Equitable Trust first reported a position in COIN in Q4 2025 and held it in 1 quarter. The position peaked at $235K in Q4 2025. 1,172 funds tracked by Wall St. Rank hold COIN as of Q1 2026.

  • Equitable Trust reported no remaining Coinbase position as of Q1 2026 after selling out during the quarter.
  • Equitable Trust sold 1,038 Coinbase shares in Q1 2026, an estimated $235K.
  • Equitable Trust first reported a position in Coinbase in Q4 2025 and held it in 1 quarter.
  • Equitable Trust's Coinbase position peaked at $235K in Q4 2025.
  • 1,172 funds tracked by Wall St. Rank held Coinbase as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.