World Equity Group
COIN icon

World Equity Group’s Coinbase COIN Stock Holding History

World Equity Group’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 		$390K Sell
2,090
-119
-5% -$20.2K 0.16% 133
2026
Q2 		$323K Sell
2,209
-1,649
-43% -$298K 0.07% 296
2026
Q1 		$674K Buy
3,858
+2,028
+111% +$399K 0.17% 141
2025
Q4 		$414K Buy
1,830
+296
+19% +$88.2K 0.12% 195
2025
Q3 		$518K Buy
1,534
+199
+15% +$67.5K 0.12% 174
2025
Q2 		$468K Sell
1,335
-10
-0.7% -$2.34K 0.13% 165
2025
Q1 		$232K Buy
1,345
+35
+3% +$8.47K 0.07% 270
2024
Q4 		$325K Sell
1,310
-250
-16% -$63.5K 0.07% 252
2024
Q3 		$278K Buy
1,560
+285
+22% +$57.1K 0.1% 196
2024
Q2 		$283K Sell
1,275
-150
-11% -$34.5K 0.08% 213
2024
Q1 		$378K Buy
1,425
+69
+5% +$12.4K 0.08% 216
2023
Q4 		$236K Buy
+1,356
New +$148K 0.05% 292
2023
Q2 		– Sell
-1,456
Closed -$238K – 358
2023
Q1 		$238K Buy
+1,456
New +$87.2K 0.04% 424
2022
Q2 		– Sell
-1,530
Closed -$290K – 348
2022
Q1 		$290K Buy
+1,530
New +$299K 0.06% 277

Other funds holding COIN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Paragon Capital Management (Colorado)
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
Refined Wealth Management
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.26% 1-Year Est. Return

World Equity Group's COIN Position: Q3 2026 in Review

World Equity Group reduced its Coinbase (COIN) stake by 5.4% in Q3 2026, selling an estimated $20.2K and leaving 2,090 shares worth $390K. The position accounts for 0.16% of the portfolio, ranked #133.

World Equity Group first reported a position in COIN in Q1 2022 and has held it in 14 quarters since. The position peaked at $674K in Q1 2026. 257 funds tracked by Wall St. Rank hold COIN as of Q3 2026.

  • World Equity Group held 2,090 shares of Coinbase worth $390K as of Q3 2026.
  • World Equity Group sold 119 Coinbase shares in Q3 2026, an estimated $20.2K.
  • Coinbase made up 0.16% of World Equity Group's portfolio in Q3 2026, its #133 holding.
  • World Equity Group first reported a position in Coinbase in Q1 2022 and has held it in 14 quarters since.
  • World Equity Group's Coinbase position peaked at $674K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Coinbase as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.