WPC
COIN icon

Wedmont Private Capital’s Coinbase COIN Stock Holding History

Wedmont Private Capital’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 		$462K Sell
2,686
-258
-9% -$43.8K 0.01% 622
2026
Q2 		$468K Sell
2,944
-1,366
-32% -$247K 0.01% 575
2026
Q1 		$755K Buy
4,310
+236
+6% +$46.5K 0.02% 378
2025
Q4 		$1M Sell
4,074
-170
-4% -$50.7K 0.03% 290
2025
Q3 		$1.59M Buy
4,244
+1,023
+32% +$347K 0.06% 194
2025
Q2 		$1.2M Buy
3,221
+63
+2% +$14.7K 0.05% 222
2025
Q1 		$554K Buy
3,158
+1,392
+79% +$337K 0.03% 358
2024
Q4 		$457K Buy
1,766
+317
+22% +$80.5K 0.02% 410
2024
Q3 		$245K Sell
1,449
-311
-18% -$62.3K 0.01% 568
2024
Q2 		$384K Buy
1,760
+198
+13% +$45.6K 0.02% 416
2024
Q1 		$379K Buy
+1,562
New +$281K 0.03% 387

Other funds holding COIN

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
CNB
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
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Wedmont Private Capital's COIN Position: Q3 2026 in Review

Wedmont Private Capital reduced its Coinbase (COIN) stake by 8.8% in Q3 2026, selling an estimated $43.8K and leaving 2,686 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #622.

Wedmont Private Capital first reported a position in COIN in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.59M in Q3 2025. 62 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • Wedmont Private Capital held 2,686 shares of Coinbase worth $462K as of Q3 2026.
  • Wedmont Private Capital sold 258 Coinbase shares in Q3 2026, an estimated $43.8K.
  • Coinbase made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #622 holding.
  • Wedmont Private Capital first reported a position in Coinbase in Q1 2024 and has held it in 11 quarters since.
  • Wedmont Private Capital's Coinbase position peaked at $1.59M in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.